Hybrid Asset Manager Assistant — Fiduciary Operations

Hiring Steps Inc.; Glendale (AZ); Hybrid; USD 34,000 - 39,000; Full time

Benefits offered by this job

Mileage reimbursement

Benefits package

Retirement account matching after two 

Job summary

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates in Glendale, AZ seeks a detail-oriented Assistant Asset Manager to support fiduciary responsibilities under the supervision of a licensed fiduciary and Asset Manager. Responsibilities include inventory and documentation of estate assets, coordination with real estate professionals, securing assets, and maintaining client records.

Will lift up to 75 lbs; own vehicle and clean driving record required; two years real estate

Qualifications

• Two years real estate experience required.
• Must pass background and credit checks.
• Must have own vehicle.

Responsibilities

• Inventory and document estate assets.
• Coordinate with real estate professionals to market property.
• Maintain client and estate documentation.
• Assist with insurance coverage placement.
• Lift up to 75 lbs for property checks.
• Collaborate with vendors and CVR staff.

Skills

Real estate

MS Excel

MS Word

Digital imaging

Clean driving record

Background check

Vehicle required

Education

High school diploma

Tools

MS Office

Job description

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates in Glendale, AZ seeks a detail-oriented Assistant Asset Manager to support fiduciary responsibilities under the supervision of a licensed fiduciary and Asset Manager. Responsibilities include inventory and documentation of estate assets, coordination with real estate professionals, securing assets, and maintaining client records.

Will lift up to 75 lbs; own vehicle and clean driving record required; two years real estate