Asset & Estate Administrator — Assistant (Hybrid)

Grove Gallery & Interiors; Glendale (AZ); Hybrid; USD 34,000 - 39,000; Full time

Benefits offered by this job

Mileage reimbursement

Insurance

Paid time off

Sick time

Retirement account matching after two 

Job summary

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, seeks an attentive Assistant Asset Manager / Assistant Estate Administrator in Glendale, AZ. The role supports fiduciary responsibilities under supervision of licensed fiduciaries and estate managers.

Duties include inventorying estate assets, securing and valuing assets, coordinating with real estate professionals, processing bill pay, and preparing estate accountings.

Qualifications

• High school diploma required with two years of work experience under supervision of a general contractor, real estate broker, or similar.
• Strong interpersonal skills and ability to work under time constraints.
• Proficiency with MS Excel and MS Word; QuickBooks experience is a plus.

Responsibilities

• Inventory, marshal, and document estate assets.
• Coordinate with real estate professionals for market evaluations and transactions.
• Bill paying, correspondence, and data entry in QuickBooks and MS Excel.
• Prepare estate accountings and obtain applicable client benefits.

Skills

Detail oriented

Interpersonal skills

Time management

Education

High school diploma

Tools

MS Excel

MS Word

QuickBooks

Job description

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, seeks an attentive Assistant Asset Manager / Assistant Estate Administrator in Glendale, AZ. The role supports fiduciary responsibilities under supervision of licensed fiduciaries and estate managers.

Duties include inventorying estate assets, securing and valuing assets, coordinating with real estate professionals, processing bill pay, and preparing estate accountings.