Estate Manager Job Description

Estate Manager Job Description

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Estate manager provides quarterly updates to legal, accounting, tax and FP&A on the status and changes of our real estate portfolio.

Estate Manager Duties & Responsibilities

To write an effective estate manager job description, begin by listing detailed duties, responsibilities and expectations. We have included estate manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Oversee the Construction Allowance process for the retrieval of funds on store build-outs
Translate and implement key organizational programs into field office prototype and customize for each project/office as required, including Branding, technology, security, maintenance, business development programs, Performs site visits as required
Analyze project timeline and costs and implement corrective actions to keep project on track and within budget
In addition, the Accounting Manager will be assigned to prepare the financial statements, annual budgets, and CAM and tax reconciliations for some of the buildings within the portfolio that is being consolidated
Oversee staff assigned to the maintenance of a central database housing property floor plans, space configurations, furniture layouts, seat assignments, reconfigurations of offices and cubicles
Oversee the allocation of building space, office layouts, furniture and cubicles, , for moves, adds and changes
Represent Le Chateau to landlords, including communication of property management issues, tenant correspondence, and participation in landlord negotiations
Oversee Real Estate Department’s reports & records
Manage facilities team in their work to support Company locations
Participate in planning and directing the purchase, sale, leasing and development of real estate properties

Estate Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Estate Manager

List any licenses or certifications required by the position: PMP, LEED, CPA, PE, AIA, RPA, FSM, CPM, CCIM, SNDA

Education for Estate Manager

Typically a job would require a certain level of education.

Employers hiring for the estate manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Real Estate, Business, Finance, Education, Management, Accounting, Business/Administration, MBA, Engineering, Administration

Skills for Estate Manager

Desired skills for estate manager include:

Property/portfolio
Bankruptcy and Insolvency Act
Construction
Operations
RF/System Performance functions
Transport
Basic accounting concepts and familiarity with accounting and ERP systems
Commercial real estate market
Ability to use a PC and MS Office Suite
Financial terms and principles

Desired experience for estate manager includes:

Solid understanding of the characteristics attributes and risk factors associated with various trusts products and fiduciary risk management strategies
5+ years of current Audit / Review experience within a CPA firm
Lead the cross functional Real Estate team in analyzing real estate deals and strategies
Oversee the capital budgeting, forecasting and analysis function across the organization
Up to 50% depending on assignments and the needs of the company
Define, negotiate, and manage contracts for outsourced facility services, such as janitorial, security, landscaping, waste removal, to ensure efficient, effective and quality services at an exceptional value

Estate Manager Examples

1

Estate Manager Job Description

Job Description Example
Our innovative and growing company is hiring for an estate manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for estate manager
  • Strong understanding of financial terms and principles and the ability to analyze financial statements
  • Strong Property / Construction accounting background are preferred
  • Maintain a strong relationship with the Asset Manager and Technical Operations team for the assigned portfolio to ensure that all corporate objectives are being met
  • Works with field operations team to prepare real estate approval packages for all new and relocated sites, including executive summary, proformas, competitor information, market data, Estimates property value by researching and analyzing property information for market comps, acquisitions, and financial audits
  • Process lease documents
  • Abstract all lease documents into SLIM
  • Provide initial review of “Lease Documentation”, such as, but not limited to, Lease Amendments, Extensions, Storage and Signage Agreements, Termination Agreements, SNDA’s and Estoppel Letters
  • Redline lease comparisons to existing formatted “Lease Documents”
  • Summarize and flag any key issues in “Lease Documents” for VP of Real Estate’s review
  • Prepare Lease Notices
Qualifications for estate manager
  • Comprehensive professional/technical knowledge of CoStar Real Estate Manager or other Lease/Project Management system, negotiating, decision-making and analytical skills are necessary
  • Bachelor’s Degree in logistics, finance or business administration or related field preferred
  • Previous paralegal experience preferred
  • Bachelor's Degree holder in Marketing or relevant disciplines
  • Minimum 8 years experience in marketing communications, with minimum 3 years in property industry
  • Advertising agency background is an advantage
2

Estate Manager Job Description

Job Description Example
Our company is looking for an estate manager. 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 manager
  • Manage and track a wide range of projects in support of corporate locations, including design, construction, branding, maintenance, security, Provides regular status reporting on plan progress
  • Lead and direct product and process improvement initiatives to improve client experience
  • Champion Coaching Routines by providing quality feedback to employees to reinforce importance of having client “top of mind” at all times
  • Lead efforts to assess and address client escalations using the applicable problem resolution tracking and reporting mechanisms to identify trends and solutions
  • Play active role in building internal networks to capitalize on business opportunities and sales/service efficiency and effectiveness
  • Responsible for the overall operational risk for the department, coaching the team to take appropriate action to close gaps identified
  • Address and resolve all risk related issues within acceptable time frames
  • Take full accountability for quality and accuracy of day to day job responsibilities, tasks and activities
  • Negotiate Offers to Lease and lease documentation/agreement to purchase and for sale
  • Evaluate and interpret the site development criteria for land acquisitions
Qualifications for estate manager
  • Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in real estate, business or related field
  • Bachelor’s degree required with emphasis in Real Estate, Finance, or General Business
  • Proactive self-starter with an owner/investor/developer attitude
  • Thought leader with ability to influence tenants, landlords and investors to action
  • Superior expertise in real estate concepts, documentation, and the experience to close deals with limited supervision
  • Ability to partner with and influence Executive Management
3

Estate Manager Job Description

Job Description Example
Our growing company is hiring for an estate manager. 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 manager
  • Support strategic real estate initiatives such as Market Planning, Real Estate meetings
  • Contribute to transformational efforts on key Real Estate Transformation Workstream(s), as determined by candidate area of expertise and interest
  • Responsible for general real estate portfolio management for railroads, periodic travel to each location required
  • Actively seek sales opportunities with existing real estate partners and systems integrators
  • Pursue professional and personal development to ensure competitive knowledge of the real estate industry
  • Responsible for timely execution of lease activity, including negotiation of business terms, related to corporate locations, with emphasis on demographic, geographic and economic parameters to best support identified key business objectives
  • Initiate, execute and close Real Estate projects
  • Builds and fosters relationship with meeting planners and tenants by creating, coordinating and executing tenant community events
  • Develops and coordinates concierge program and other convenience and hospitality services for the property
  • Oversees and coordinates scheduling of conference facilities and meeting rooms for the property
Qualifications for estate manager
  • Demonstrated track record of cost, quality and schedule control of projects
  • Expert analytical, interpersonal, organizational, written and verbal communication skills
  • PC proficiency in MS Access, MS Word, MS Excel
  • Minimum of 5 years of work experience as a supervisor of projects, project manager or project coordinator in a corporate real estate setting
  • The ability to simultaneously handle multiple projects, in differing real estate subject matters, without missing a deadline
  • Highly computer proficient, including Office products (Word, Excel, PowerPoint) and Microsoft Project
4

Estate Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of estate manager. 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 manager
  • Prepare presentations for AXP business units summarizing analyses and conclusions
  • Work closely with DSCOE FP&A team to tightly manage GREWE P&L
  • Work with broker to negotiate landlord proposals and letters of intent
  • Facilitate quarterly review of lease status and development of strategies for extensions, renovations, and relocations
  • Develop recommendations and obtain approvals
  • Work with broker to investigate competitive market rates and negotiate lease extensions / relocation site leases per approved strategies
  • Work with real estate attorneys to amend leases for extensions / develop new leases for relocations
  • Ensure that high service levels are provided to tenants (plasma centers, laboratory, warehouse, and headquarters office) by department staff and landlords
  • Ensure positive landlord/tenant relations through dialogue and relationship management
  • Ensure that site selection, lease database, lease administration/renewal, property management, and other department files are organized and well kept
Qualifications for estate manager
  • Bachelor’s or master’s in business administration, marketing, management, or a related field, or equivalent work experience, depending on position level
  • Seven (7) or more years of experience working in commercial real estate, specifically with (5) or more years in a corporate real estate advisory or facilities management role
  • Knowledge of valuable Commercial Real Estate software and mobile apps, including CoStar, HarborFlex, Corrigo
  • Able to explain financial analysis in non-technical terms
  • Think strategically about client needs by understanding the risks
  • Possess a good knowledge of the Landlord and Tenant Act 1954 and be up to date on current real estate practices
5

Estate Manager Job Description

Job Description Example
Our growing company is looking to fill the role of estate manager. 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 manager
  • Suggests consulting opportunities to manager based on knowledge of the department's pricing platform
  • Reviews monthly pricing worksheets and may enter allocations into PeopleSoft
  • Partners with field and account management teams to ensure they have a working knowledge of team's client Management Agreements and that they are properly maintained per department policy and requirements/terms
  • Present potential new regional locations to the Director of Real Estate for ground up development projects
  • Frequent travel to and within assigned territory to gain a strong understanding of each trade area to include traffic and retail patterns, demographic trends and socio-economic behavior, property availability and real estate comparables
  • Perform audits and other accounting related functions
  • Coordinate preparation of various business tax returns
  • Maintain client contact
  • Have accountability for maximizing occupancy of owned properties through advertising vacant spaces
  • Perform move in and move out inspections with tenants and prepares space for turnover
Qualifications for estate manager
  • A degree in Accounting or 7+ years of combined real estate accounting and lease administration experience
  • Prior lease software experience preferred
  • Undergraduate degree and/or Diploma in relevant real estate courses
  • MBA to effectively interface with Finance with respect to investment analysis is a plus
  • Minimum 5-8 years of experience in corporate real estate
  • Ability to develop and maintain partnerships with inter

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