Estate and Trust Asset Administrator

Schmiedeskamp Robertson Neu & Mitchell LLP; Quincy (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Schmiedeskamp Robertson Neu & Mitchell LLP is seeking an Estate and Trust Asset Administrator to manage daily asset tracking and administration. You will identify and track assets from death through completion, coordinating with appraisers, bankers, and valuation experts to obtain information.

You will coordinate the sale or liquidation of real estate with agents and auctioneers, retitle assets to beneficiaries, and serve as the point of contact for beneficiaries with regular timeline updates.

Qualifications

• Experience in estate and trust administration preferred.
• Strong Excel skills and ability to manage complex spreadsheets.

Responsibilities

• Manage day-to-day administrative asset tracking from date of death through estate/trust administration.
• Coordinate with appraisers, financial advisors, bankers, and valuation professionals to obtain asset information.
• Coordinate sale or liquidation of real estate, including working with agents and auctioneers.
• Assist in retitling assets to beneficiaries and maintain updates for beneficiaries on timelines.

Tools

Excel

Job description

EMPLOYMENT - Estate and Trust Asset Administrator

Schmiedeskamp Robertson Neu & Mitchell LLP is seeking an Estate and Trust Asset Administrator to manage the day-to-day administrative asset tracking. You will be responsible for identifying and tracking assets from the date of death through the end of the estate and trust administration. This includes working with appraisers, financial advisors, bankers, and other valuation professionals to obtain asset information. You will coordinate the sale or liquidation of real estate (e.g., working with real estate agents and auctioneers to list property). You will also assist in retitling assets to beneficiaries and maintain a point of constant contact for beneficiaries, providing updates on administration timelines. Proficiency with Excel is necessary.