Estate Asset Manager Assistant

Coventry, Vernon, & Roberts, LLC

Glendale (AZ)

On-site

USD 34,000 - 39,000

Full time

8 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Mileage reimbursement

Health/retirement benefits

Paid time off

Sick time

Job summary

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, seeks a detail-oriented Assistant Asset Manager to support fiduciary responsibilities under supervision of a licensed fiduciary and Asset Manager.

The role covers estate asset documentation, valuation, and coordination with real estate professionals, vendors, and clients. A high school diploma and two years of relevant experience are required; Arizona real estate license is a plus.

Qualifications

Two (2) years of experience in real estate as an agent/broker or two (2) years under supervision of a licensed contractor.
Clean driving record; able to pass criminal background check and credit report.
Must be able to use own vehicle for company purposes and be flexible with duties.
Arizona fiduciary license not required for this position.

Responsibilities

Investigate, inventory, and document estate assets.
Marshaling, securing, and valuing estate assets.
Identify and marshal important client and estate documents.
Coordinate with real estate professionals to evaluate, market, and advise on property offers.
Coordinate with vendors to provide services to clients, protected persons, and estates or trusts.
Assist with placement of clients in new residences and tracking of personal property at care facilities.
Documentation, valuation, control, and storage of estate assets.
Prepare and file memorandum and related records.
Safekeeping of high value assets and documents.
Assist in obtaining appropriate insurance coverage for clients and estate/trust property.
Lift up to 75 lbs for property checks and inventories.
Experience in behavioral health is a plus.