Estate Administrator Job Description
Estate Administrator Duties & Responsibilities
To write an effective estate administrator job description, begin by listing detailed duties, responsibilities and expectations. We have included estate administrator job description templates that you can modify and use.
Sample responsibilities for this position include:
Estate Administrator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Estate Administrator
List any licenses or certifications required by the position: EPA, JD
Education for Estate Administrator
Typically a job would require a certain level of education.
Employers hiring for the estate administrator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in General Education, Business, Real Estate, Education, Accounting, Finance, Associates, Administration, Business/Administration, Management
Skills for Estate Administrator
Desired skills for estate administrator include:
Desired experience for estate administrator includes:
Estate Administrator Examples
Estate Administrator Job Description
- Provide assistance with regulatory examinations as necessary
- Your responsibilities will include ensuring all account information on internal systems is up to date, complete, and accurate
- You will also maintain all written, verbal and electronic communication as required with all internal and external contacts
- You will investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
- Your expertise will be required to assist Senior Officers in all administrative functions
- Finally, you may provide training to new employees and act as back up relief to other positions on the team
- Your responsibilities will include using your organizational skills to capture required information through results oriented written, verbal and electronic communication with internal and external contacts
- You will ensure that all asset information is up to date, complete and accurately reported on internal systems
- You will apply your accounting/tax knowledge and administrative skills to assist with the completion of asset inventories and tax returns
- You will also use effective problem solving skills to participate in resolving more complex matters in conjunction with the Senior Officer
- 6 years of compliance experience or equivalent technical knowledge
- 4 years of well-rounded and progressive banking experience
- Excellent knowledge of consumer lending regulations, including
- The period from May to early July is a very busy time of year for this role due to the end of financial year
- Real estate experience and comfort with floor plan and occupancy is a plus
- Discuss with all the internal stakeholders
Estate Administrator Job Description
- Responsible for accurately uploading and entering legal documents into Pro-Lease database and review, and revise various types of transactional agreements in connection with real estate management and leasing
- Work with Facilities and Landlords on obtaining Landlord approvals for signage
- Negotiate extensions for existing Locations
- Candidate must be able to demonstrate professional integrity, attention to detail, and exercise good judgment in handling sensitive information
- A professional image, excellent communication and strong organizational skills are required
- The qualified candidate must be detail-oriented, a self-starter, who is extremely responsible, dependable, highly motivated, able to work in a fast-paced and time sensitive environment, possess a “can do” work attitude and be a team player
- Successful candidate must be able to work collaboratively with multiple people within the company, landlords and real estate brokers
- This position requires an individual who is able to demonstrate a breadth of knowledge of commercial real estate concepts and terms
- Administer external and internal contracts in the specific IT tool
- Provide periodic reporting of all contract management activities (Space, vacancy etc)
- As required, provides training to new employees, assist others and back/up relief to other positions
- 2-10 years of Administrative support experience required, preferably in a professional services environment
- High School Diploma required with Bachelor’s Degree preferred
- Strong aptitude for learning new software in support of varying operations required
- Excellent communication skills, excellent organizational skills and attendance record required
- Proficiency in QuickBooks is preferred
Estate Administrator Job Description
- Provide data, validate and report through interface to other systems (KPI, SAP, etc)
- Upload and maintain all relevant property drawings related to occupancy
- Ensuring all account information on internal systems is up to date, complete, and accurate
- Maintain all written, verbal and electronic communication as required with all internal and external contacts
- Investigate all inquiries and administrative errors and refer more complex issues to the Senior Officer
- Assist Officers in all administrative functions
- Promptly respond to client calls in the absence of the Trust Officer, and client inquiries in a professional manner
- Administer external and internal contracts in the internal system
- Perform the internal administration associated with internal contracts
- Monitor and record changes in occupancy across all sites
- Prepared to participate in all workplace/business activities
- Accounting background and understanding of banking settlement system is considered an asset
- Background and/or a strong interest in real estate
- Working towards a professional designation (CMA, CGA, CFA)
- Demonstrates ability to succeed in a high performing culture
- Real Estate contract administration - should understand general Real Estate concepts (Chain of Title, Escalation, Term information)
Estate Administrator Job Description
- Directs and administers loan servicing activities of residential real estate construction loans
- Maintains builder approval information and checks builder references
- Coordinates the ordering and review of appraisals, final inspections on residential construction loans
- Processes loan advances Monitors insurance coverage and expiration dates
- Provides customers with routine department services, loan status information, department reports
- Reconciles general ledger accounts for inspectors fees and miscellaneous loan fees
- Maintains loan status records
- Required to comply will all applicable federal, state and local banking and industry related laws and regulations including but not limited to the bank Secrecy Act
- Performs all other related duties and special projects as assigned
- Processes loan advances
- Experience working with complex multi-national corporations and matrix structures
- Experience with Fixed Assets/Asset Management
- 3-year National Diploma/Higher Certificate or NQF Level 5 or Diploma in Estate & Trust Deceased Estate Administration via LEAD
- Five (5) years’ experience in deceased estate administration
- Relevant B Legal degree (LLB) or
- Advanced Estate & Trust Diploma
Estate Administrator Job Description
- Monitors insurance coverage and expiration dates
- Manage the Commercial Real Estate collateral in internal systems
- Implement Inspections Framework and identify annual inspections
- Partner with third party vendors to schedule outsourced inspections
- Partner with Asset Management to monitor collateral status
- Engage with clients with respect to ongoing inspections and discrepancies identified
- Review inspections for completeness and engage stakeholders on issues identified
- Maintain and update inspection data in tracking systems
- Ensure consistent data storage in accessible location
- Provide feedback and inputs for continuous improvement of current processes
- Established experience of purchasing and accounts payable process and tools in a shared service environment
- Experience with residential construction, monitoring and disbursement process, and knowledge of insurance
- Must be able to develop relationships and communicate effectively with all levels of the enterprise required
- Must be a self-starter able to manage competing priorities required
- Background in legal, construction, real estate or similar field preferred
- Experience in related position required