ASSISTANT ESTATE ADMINISTRATOR - PRESCOTT OFFICE
Coventry, Vernon, & Roberts, LLC (CVR), Professional Fiduciary Associates, is recruiting to fill the position of Assistant Estate Administrator in the Prescott office, full-time (40 hours) or part-time (at least 30 hours). CVR has offices located in Glendale, Mesa, and Prescott. 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 accounting’s using QuickBooks and formatted Excel worksheets.
Reconciliation of financial account statements using QuickBooks.
Bill-paying using QuickBooks.
Assisting Estate Administrators with the investigation, inventory and documentation 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 has experience in accounting using Quicken or QuickBooks. 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 (40 hours) or part-time (at least 30 hours) position. Initial compensation will be based on your experience, education and prior evidence of relevant skills. Starting range: $26 - $28 per hour. Competitive benefits and mileage reimbursement.
CLICK HERE TO APPLY
