Robert Proctor
Naples,FL
Summary
Most recently, a proficient Probate and Trust Administration Paralegal at Wilson & Johnson, P.A., adept at managing high net worth client relationships and trust asset administration. Recognized for meticulous attention to detail and strong communication skills, effective at managing many probate and trust administrations simultaneously and enhancing client satisfaction and ensuring seamless asset distribution. Proficient in Microsoft Office Suite and financial account management.
Overview
8
8
years of professional experience
Work History
Probate and Trust Administration Paralegal
Wilson & Johnson, P.A.
05.2023 - 08.2025
- Reduced attorney workload by drafting all probate administration pleadings and trust administration documents.
- Managed probate and trust administrations from beginning to end, including: locating and tracking all assets, and ensuring distribution of assets, pursuant to client's estate plan, or Florida probate procedure and maintaining correspondence with Personal Representatives and beneficiaries, allowing for a smooth administration process.
- Coordinated with wealth management institutions and financial advisors, to assist Personal Representatives and Trustees usher estate assets, as necessary.
- Managed real estate, such as shopping homeowner insurance and flood insurance, security system management, continuation of mortgage payment, coordinated outside property management when necessary, and arranged property appraisals when cost-basis adjustment was appropriate.
Sales and Service Representative II
First Citizens Bank, N.A.
07.2019 - 05.2023
- Contributed to branch sales goals by making needs-based product recommendations to clients.
- Maintained branch operational scores which exceeded company standard.
- Assisted high-value clients with complex financial needs.
- Increased client satisfaction by providing knowledgeable assistance and addressing their needs promptly.
- Utilized contacts across bank departments to provide value to the client, beyond branch banking.
Retail Service Banker
Florida Community Bank, N.A/ Synovus (Merger)
06.2017 - 07.2019
- Enhanced customer satisfaction by promptly addressing inquiries and resolving account issues.
- Managed daily cash handling operations, ensuring proper balancing of cash drawers and vaults.
- Streamlined service processes for quicker account opening and maintenance procedures.
- Developed strong knowledge of bank products and services to confidently address customer questions and concerns.
Education
No Degree - Economics
University of Tennessee
Knoxville, TNNo Degree - Economics
Florida Gulf Coast University
Fort Myers, FLSkills
- High net worth client relationship management
- Trust asset management and administration
- Needs based approach to referral opportunities
- Strong verbal and written communication
- Meticulous attention to detail
- Proficiency in Microsoft Office Suite
- Adept at prioritizing tasks simultaneously
- Proficient in financial account setup and maintenance
Accomplishments
Two-time First Citizens Bank Regional Performance Excellence Award winner
Timeline
Probate and Trust Administration Paralegal
Wilson & Johnson, P.A.
05.2023 - 08.2025
Sales and Service Representative II
First Citizens Bank, N.A.
07.2019 - 05.2023
Retail Service Banker
Florida Community Bank, N.A/ Synovus (Merger)
06.2017 - 07.2019
No Degree - Economics
University of Tennessee
No Degree - Economics
Florida Gulf Coast University
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