Estate Administrator Job Description

Estate Administrator Job Description

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Estate administrator provides credit expertise in structuring and negotiating loan and derivative transactions in relation to Commercial Real Estate facilities.

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:

Manages support by estate administrator in preparation of schedules for estate tax returns, excel spreadsheets, collection of assets and satisfaction of debts and administration expenses, many other estate administration duties
Verifies documentation for accuracy and completeness and updates automated loan systems as required
Reviews new and existing residential real estate construction collateral packages to determine deficiencies in loan documentation
Consults officers regarding additional documentation
Identifies, investigates and resolves all client inquiries, administrative errors, , and refers more complex estate or administrative issues to the Senior Trust Officer/Trust Officer
Assists officers in managing dual custody responsibilities as required (listing of household contents, listing of safety deposit box)
Coordinate with insurers to provide insurance certificates to landlords
Identifies, investigates and resolves all inquiries, administrative errors, as required, and refers more complex administrative issues to the Senior Officer
Advise product development teams on regulatory requirements
Provide technical advice during the development and installation of new products/solutions to ensure proper implementation of compliance requirements and development of ongoing compliance controls

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:

Accounting and data systems
Borrowing base lending
Commercial real estate finance
Documentation
Law
Multi-phased construction
Tax credit transactions
Transactions secured by multiple collateral properties
Excel
Ability to work with MS Word

Desired experience for estate administrator includes:

Prepared to participate in workplace/business activities
Of estate and investment objectives of beneficiaries
Art handling skills and the ability to lift 30 lbs
Mac OS, FileMaker Pro, basic Photoshop/Illustrator skills, ability to troubleshoot computer problems
Three or more years previous commercial real estate loan administration experience or real estate paralegal experience
Provide ongoing support and monitoring of compliance with internal procedures and processes with recommendation for corrective measures where applicable

Estate Administrator Examples

1

Estate Administrator Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of estate administrator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for estate administrator
  • 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
Qualifications for estate administrator
  • 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
2

Estate Administrator Job Description

Job Description Example
Our innovative and growing company is looking for an estate administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for estate administrator
  • 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)
Qualifications for estate administrator
  • 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
3

Estate Administrator Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of estate administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for estate administrator
  • 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
Qualifications for estate administrator
  • 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)
4

Estate Administrator Job Description

Job Description Example
Our company is looking to fill the role of estate administrator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for estate administrator
  • 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
Qualifications for estate administrator
  • 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
5

Estate Administrator Job Description

Job Description Example
Our company is growing rapidly and is hiring for an estate administrator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for estate administrator
  • 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
Qualifications for estate administrator
  • 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

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