Asset & Estate Administration Specialist

Coventry, Vernon, & Roberts, LLC; Glendale (AZ); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Mileage reimbursement

Benefits package

Retirement account matching after 2+ y

Job summary

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, seeks a detail-oriented Assistant Asset Manager / Assistant Estate Administrator in Glendale, AZ. This full-time role supports fiduciary responsibilities under supervision of licensed staff.

The position includes tasks such as asset documentation, marshaling, vendor coordination, and assisting with client placements and estate accountings. A strong real estate background and proficiency with MS Office are essential.

Qualifications

• Two years real estate experience as agent/broker or two years under supervision of licensed contractor.
• Strong interpersonal skills and ability to work under time constraints.
• Proficient in MS Excel and MS Word.
• Clean driving record; pass a criminal background check; satisfactory credit report; own vehicle.

Responsibilities

• Investigation, inventory, and documentation of estate assets.
• Marshaling, securing, and valuation of estate assets.
• Identification and marshaling of important client and estate documents.
• Coordinate with real estate professionals to evaluate market and offers.
• Coordinate with vendors to provide services to clients, estates or trusts.
• Assist placement of clients in new residences and track personal property assets.
• Bill paying and data entry in QuickBooks and Excel
• Prepare sustainability analyses and estate accountings
• File for benefits (VA, Social Security, Medicare, pensions)
• Obtain appropriate insurance coverage for clients and estate/trust property.

Skills

Real estate experience

Contractor supervision

Interpersonal skills

MS Excel

MS Word

Clean driving record

Quicken/QuickBooks

Education

High school diploma

Arizona real estate license a plus

Tools

QuickBooks

Job description

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, seeks a detail-oriented Assistant Asset Manager / Assistant Estate Administrator in Glendale, AZ. This full-time role supports fiduciary responsibilities under supervision of licensed staff.

The position includes tasks such as asset documentation, marshaling, vendor coordination, and assisting with client placements and estate accountings. A strong real estate background and proficiency with MS Office are essential.