Assistant Estate Administrator

Job Description Job Description ASSISTANT ESTATE ADMINISTRATOR Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, is recruiting to fill the position of Assistant Estate Administrator at its east valley office in Mesa (Baseline & Alma School). We seek a detail-oriented, self-starter with a reputation for integrity and professionalism. The Assistant Estate Administrator’s duties include a wide scope of fiduciary responsibilities, performed under the supervision of a licensed fiduciary, that include, but are not limited to: Completing estate accountings using QuickBooks and formatted Excel worksheets. Reconciliation of financial account statements using QuickBooks. Bill-paying using QuickBooks. Assisting Estate Administrators with the investigation, assisting with inventories and documenting of estate assets. Assisting Estate Administrators with marshaling, securing and valuation of estate assets. Coordinating a variety of services necessary to preserve & protect estate assets. Assisting Estate Administrators with the preparation of correspondence and accurately entering data in computer systems. Complete contract accountings, as needed. Assisting Estate Administrators with sustainability analysis. Assisting Estate Administrators with the resolution of financial claims against the estate. Assisting Estate Administrators in their efforts to obtain appropriate benefits and insurance coverage for our clients or estates. Applying for a variety of benefits, including, but not limited to: VA, Social Security, Arizona Long Term Care System, Medicare, pensions, etc. REQUIREMENTS: The ideal candidate is very detail oriented, has experience in accounting using Quicken or QuickBooks. Financial planning knowledge. A strong knowledge and experience in the application for a variety of benefits available to senior citizens and/or persons with disabilities. Qualified candidates must possess a clean driving record, pass a criminal background check, and provide a satisfactory credit report. Note: These are the requirements for an ideal candidate for this position. Candidates who have an equivalent combination of education, work experience and excellent references may be considered. COMPENSATION: This is a full-time position. Compensation remunerates with experience, education, and demonstrable skills. Starting range: $26 to $28 per hour, depending on experience. Competitive benefits! Interested candidates should apply with a resume!