Estate Administrator Resume Samples

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JU
J Ullrich
Joelle
Ullrich
10586 Bergstrom Tunnel
Los Angeles
CA
+1 (555) 564 5409
10586 Bergstrom Tunnel
Los Angeles
CA
Phone
p +1 (555) 564 5409
Experience Experience
San Francisco, CA
Estate Administrator
San Francisco, CA
Adams-Feest
San Francisco, CA
Estate Administrator
  • Assist the Trust Officers in ensuring all branch related risk management activities are complied with and completed according to policy and procedures
  • Assist the Trust Officer in ensuring all branch related risk management activities are complied with and completed according to policy and procedures
  • Reports to Regional Manager, Estate & Trust Services
  • Strong link to Regional Manager, Estate & Trust Services
  • All members of RBC Estate & Trust Services, and other partners of the RBC Financial Group, RBC Wealth Management and Private Banking
  • RBC Wealth Management – Operations and Service Delivery Group
  • Develop, research and author Trust Topics and other articles and publications
Houston, TX
Real Estate Administrator
Houston, TX
Kub-Romaguera
Houston, TX
Real Estate Administrator
  • Run monthly budget reports and create detailed variance report on monthly basis for Real Estate Manager
  • Create the client lease file for new tenant leases and send documents to the database provider to be entered into the lease database
  • Maintain tenant accounts properties through Yardi and provide reports to Real Estate Manager
  • Maintain working lease files with complete documentation, including follow up on missing lease documents such as lease and rent commencement agreements
  • Review abstracts created by the software system database for newly executed lease documents sent to the database maintainer to identify and document the critical lease information, clauses and action/notification dates abstracted into the database to assure that they contain correct information
  • Develop, coordinate and prepare the annual operation and expense budget relating to the real estate/lease administration function. This shall include revenue (income) projections as well as expenses associated with leasehold space/rent, escalations, relocation costs, etc.)
  • Prepare and provide on a property-by-property basis, monthly budget variance reports for income and expenses associated with the real estate/lease administration function
present
New York, NY
Senior Estate Administrator
New York, NY
Krajcik, Schiller and Lockman
present
New York, NY
Senior Estate Administrator
present
  • Assists with the maintenance and oversight of nationwide will vault
  • 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, as well as many other estate administration duties
  • Provides technical support and training to client advisors in the area of trust and estate administration
  • Assists SEA with preparation of federal and state estate tax returns, and supports SEA during audit process
  • Communicates with financial institutions to collect bank accounts, brokerage accounts, life insurance policies, annuities or any other financial asset due estate
  • Carefully reads and analyzes all relevant governing instruments including the will, trust agreements, and other documents that will affect the administration of a new estate
  • Develops and uses systems to organize and keep track of information or work progress
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Kaplan University
Bachelor’s Degree in Finance
Skills Skills
  • Strong attention to details
  • Ability to represent the Company at professional and business functions in a competent manner
  • Responsible for maintaining a high level of co-operative communication among various team players to deliver quality seamless client service
  • Ability to influence and negotiate within own department and across the organization
  • Strong link to Senior Trust Officer/Trust Officer
  • Strong link to Regional Manager, Estate & Trust Services
  • Ability to interact with senior management on a regular basis
  • Excellent verbal and written communication skills
  • Ability to exercise independent judgment consistent with department guidelines
  • Reports to Senior Trust Officer/Trust Officer
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7 Estate Administrator resume templates

1

Estate Administrator Resume Examples & Samples

  • Reactively and where required proactively, maintains timely written, verbal and electronic communication with clients, support groups internally and with external contacts
  • Identifies, investigates and resolves all client inquiries, administrative errors, etc., and refers more complex estate or administrative issues to the Senior Trust Officer/Trust Officer
  • Assists Senior Trust Officer/Trust Officer in preliminary estate administration activities handled in Estate & Trust Services, in an accurate, efficient and timely fashion to facilitate the delivery of seamless quality service to the client to ensure client satisfaction
  • Promptly responds to client calls in the absence of the Senior Trust Officer/Trust Officer, and client inquiries in a professional manner
  • Assists the Senior Trust Officer/Trust Officer in the collection, facilitation, and co-ordination of information and documentation to Operations to ensure all account administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives
  • Responsible for maintaining a high level of co-operative communication among various team players to deliver quality seamless client service
  • Understands and follows the established processes, policies, and procedures for Preliminary Estates and other accounts ensuring efficient, effective, and seamless administration and quality client service is achieved
  • Assists officers in managing dual custody responsibilities as required (listing of household contents, listing of safety deposit box, etc.)
  • Collaborates with the STO/TO to identify and direct new business and referral opportunities to the appropriate business partner, RBC Wealth Management & RBFG
  • Understands Estate & Trust Services service standards and the need for operational consistency, and continuous improvement
  • Understands the need for a balance between the profit needs of the business and the client service objectives in E & T
  • Accountable to seek out, develop, and implement innovative solutions for client service and financial performance consistent within business strategy
  • Key Contacts
  • Clients and potential clients
  • All members of RBC Estate & Trust Services, and other partners of the RBC Financial Group, RBC Wealth Management and Private Banking
  • Local centres of influence
  • Other Financial Institutions, Accountants, Lawyers, Tax Specialists, Government Agencies, Property Managers and other Specialists as required
  • RBC Wealth Management – Operations and Service Delivery Group
  • Estate & Trust Services – Professional Practice Group
2

Estate Administrator Resume Examples & Samples

  • Maintain timely written, verbal and electronic communication with internal and external contacts in a professional manner; timely maintenance of files, reports and tracking as required
  • Identifies, investigates and resolves all inquiries, administrative errors, etc. as required, and refers more complex administrative issues to the Officers
  • Assists the Officers and Administrators in preliminary estate and tax administration activities, in an accurate, efficient and timely fashion to facilitate the delivery of seamless quality service to the client to ensure client satisfaction
  • 2 years of administrative experience
  • Post secondary diploma or equivalent
  • Sound judgment and decision-making skills
  • Excellent written/verbal/electronic communication skills: strong knowledge of Excel, Microsoft word, comfortable with learning new computer systems
  • Strong team player: Flexible in approaching all duties and assignments and in sharing best practices
  • Good understanding of relevant legal terminology and concepts
  • Self Driven/Motivated: able to work with minimal supervision
  • Work in a fast paced environment: able to work under pressure to meet deadlines
  • Client service oriented
  • Strong interpersonal skills; ability to work in small office environment
  • Ability to learn on the fly
3

Estate Administrator Resume Examples & Samples

  • Responsible for all phases of administration of complex estates and (when appropriate) revocable and testamentary trusts
  • Provide legal guidance on specific questions and matters
  • Develop, research and author educational presentations
  • Develop, research and author Trust Topics and other articles and publications
  • Create estate planning summary books for prospective and current clients for use by BDOs
  • J.D. from accredited law school
  • Ability to communicate effectively both orally and in writing and to establish and maintain cooperative working relationships with persons contacted in the course of performing assigned duties including Company management and outside business associates
  • Strong attention to details
  • Ability to interact with senior management on a regular basis
  • Ability to represent the Company at professional and business functions in a competent manner
  • Ability to exercise independent judgment consistent with department guidelines
  • May act as lead to lower staff
  • Ability to influence and negotiate within own department and across the organization
4

Estate Administrator Rbc Wealth Management Resume Examples & Samples

  • Reactively and where required proactively, maintains timely written, verbal and electronic communication with other support groups internally and with external contacts
  • Ensures all account information on internal systems is up to date, complete, and accurate
  • Identifies, investigates and resolves all inquiries, administrative errors, etc. as required, and refers more complex administrative issues to the Senior Officer
  • Assists Senior Officer in preliminary estate administration activities handled in the Estate Support Group, in an accurate, efficient and timely fashion to facilitate the delivery of seamless quality service to the client to ensure client satisfaction
  • Promptly responds to calls from external parties and deals with inquiries in a professional manner
  • Assists in the collection, facilitation, and co-ordination of information and documentation to ensure all account administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives
  • Develop and maintain strong working relationship with RBC partners as well as with representatives of other financial institutions to facilitate the gathering of data and collection of assets and the resolution of issues
  • Maintain clear documentation of all account activities and progress to facilitate efficient administration and communication
  • Maintain a balance between the unit’s financial goals and the client service objectives
  • Seek out, develop and implement innovative solutions for client service and financial performance consistent with business strategy
  • Understand and follow the established processes, policies, and procedures for Estates and other accounts ensuring efficient, effective, and seamless administration and quality client service is achieved
  • Promote and demonstrate the overall corporate objectives, vision and values of RBC
  • As required, provide training to new employees, assist others and back up relief to other positions
5

Senior Estate Administrator Resume Examples & Samples

  • Serves as the primary decision point for every estate or trust issue that must be addressed in asset management, tax compliance, post-mortem tax planning, funding of following trusts,, distributions in cash or in kind, as well as income and estate tax audits. Effectively communicates and articulates the logic and the substance of these decisions to all appropriate parties
  • Works with internal and external tax professionals, co-fiduciaries, and outside counsel to consider all tax elections and determine the most appropriate tax reporting
  • Coordinates and enables the preparation of all tax returns (estate, gift, generation-skipping, fiduciary, and personal income tax) by locating and marshaling assets, arranging for the valuation of all assets, quantifying, tracking and payment of all debts and expenses, and securing and reviewing all necessary financial records
  • Approves all tax returns and signs estate tax returns. Works closely with outside legal counsel on the preparation and filing of all pertinent court documents in all jurisdictions where probate or other court supervision is necessary
  • Advises portfolio manager and any other internal asset managers and investment professionals as to all pertinent circumstances related to the cash requirements of decedent’s estate and trust and the investment objectives of the beneficiaries
  • Coordinate the balancing of administration requirements and customer needs during the estate settlement period. Ensure that appropriate communication of investment decisions occurs between Northern Trust and all interested outside parties
  • Ensures that all fiduciary requirements and restrictions pertaining to investments are observed during the settlement process
  • Establish and maintains strong relationships with beneficiaries by responding to their questions or concerns and explaining issues that arise during administration. Educate clients on bank products and services, emerging issues, and regulatory/tax changes
  • Plans, reviews, and implements all funding and distribution including obtaining the input of co-fiduciaries, beneficiaries, portfolio managers, tax partners, specialty asset managers and others. Review all accounting documentation in advance of trust funding and outright distribution
  • Oversees special tasks, including sale of real estate or family business interests, disposition of qualified plan assets, coordinating response to estate tax audit, and facilitating beneficiaries' credit requests
  • Coordinates discussion and review of technical tax, investment, and legal issues using outside counsel, in-house legal or tax counsel, and senior administrators as resources in reaching a decision
6

Deceased Estate Administrator Resume Examples & Samples

  • Case manage, with genuine care, any matters relating to the deceased estates across products serviced by S&O
  • Communicate effectively with clients to ensure they are clear on Macquarie's requirements and process, and help support clients by effectively managing internal stakeholders
  • Undertake the initial review and assessment of the case
  • Produce all client correspondence to request the necessary estate documentation
  • S&O offers same day service to its clients. It is a requirement of this role that all client requests are actioned each day. This will mean that at times you may be required to work flexibly beyond your scheduled hours
  • The period from May to early July is a very busy time of year for this role due to the end of financial year. There is a leave embargo during this time
  • Macquarie is a national business and core working hours are between 7am to 7pm, including public holidays
7

Real Estate Administrator Resume Examples & Samples

  • 5) Tenant Notifications
  • Proficiency in Yardi
  • Leasing experience
  • Fair Housing – training or certification
  • Familiarity with code requirements for rentals
  • Real Estate License – preferred
  • College Degree - preferred
8

Deceased Estate Administrator Resume Examples & Samples

  • Answer all client/interested parties and stakeholder queries relating to deceased estates and other technical queries
  • Assess documentation and requests in line with our business rules, legal requirements and industry regulations to finalise the investments on behalf of the client
  • Complete all necessary technical activities relating to the request such as anti-detriment calculation and death report
9

Trust & Estate Administrator Resume Examples & Samples

  • Provide bookkeeping services to multiple clients which includes data entry, bank reconciliations, maintenance of A/R, A/P, & inventory accounts, answering client questions, etc
  • Preparation of payroll returns, sales tax return, and 1099-Misc fillings
  • Manages multiple clients concurrently
  • Assists clients with accounting, payroll and basic software issues
  • Communicates with clients clearly and professionally, and establishes and maintains positive relationships with clients
  • Achieve and maintain high quality in work, client relations and team relations
  • Prepare correspondence, reports, and other items, as applicable, accurately and timely
  • Receive and transmit telephone and facsimile messages accurately and promptly
  • Ability to handle sensitive and confidential business matters
  • Performs or assists with other services and special projects as needed
  • Exercises strong sense of professional ethics and judgment
  • Must be reliable and able to meet deadlines
  • Obtain a working knowledge of research techniques and various research sources
  • Ability to work flexible schedule and overtime hours as needed
10

Prime Now Real Estate Administrator Resume Examples & Samples

  • Act as focal point of contact for all new launch site business owners, real estate and utilities supplier
  • Prioritize requirements according to launch schedule, highlight any missing information within Property Intake Forms and risks to business and challenge for clarification in time
  • Coordinate and execute vendor set up of new utilities supplier including full tracking across EU
  • Ensure availability of all needed utility services by cooperating closely with Real Estate Teams
  • Review launches and adopt learnings and changes into future processes
  • Manage utilities vendors to ensure initial set up in each Prime Now site
  • Resolve payment issues with utilities vendors and accounts payable
  • Internal interaction with Prime Now Legal, Tax, Real Estate, Ops teams
  • Close cooperation with LUX Procurement Category Teams
  • External interaction with all pan-European utilities suppliers
  • Work in full compliance with the company Spending and Transaction policy, educating and driving the correct behaviors of business stakeholders
  • Ensuring a robust procure to pay process
  • Good understanding of standard procurement as well as industry standards
  • Strong communication skills (local language + English/ optional one additional language - either French/Spanish/Italian)
  • High precision in verbal and written communication
  • Proficiency in using ERP systems (ORACLE e-business suite) in a multi-organization and multi-set of books environment
  • Experienced in engaging Oracle Support to research and resolve issues
  • Previous experience in Purchasing including supplier relationship management
  • Experience in an international Company
  • Strong MS Excel skills
  • Ability to collaborate with a diverse set of business customers and drive consensus when conflicting requirements are identified
11

Senior Estate Administrator Resume Examples & Samples

  • Assembles financial records of the decedent to facilitate the preparation of the estate tax return and to prepare for a possible audit
  • Communicates with financial institutions to collect bank accounts, brokerage accounts, life insurance policies, annuities or any other financial asset due estate
  • Completes all cash transaction processing to pay estate debts, administration expenses or other obligations
  • Communicates with insurance companies and agents to ensure that estate assets, both real estate and tangible personal property, are properly insured
  • Prepares valuations of securities for estate tax purposes
  • Assists with estate tax valuations of tangible personal property, real estate, closely held business interests and non-traditional assets
  • Prepares inventories and spreadsheets allocating and accounting for assets collected and/or liquidated during settlement process
  • Assists SEA with preparation of federal and state estate tax returns, and supports SEA during audit process
  • Works with fiduciary accountant and SEA in completion of accounting, where appropriate, or abbreviated settlement to release and discharge Bessemer as fiduciary
  • Works to ensure that all important estate documentation is scanned into document management system
  • Comply with internal fiduciary policies and procedures
  • Assist with meeting basis reporting requirements
  • Bachelors degree and at least two years’ experience with major financial institution or law firm
  • Paralegal certificate preferred
  • Ability to express ideas clearly and concisely in writing
  • Presents a professional, positive manner with clients and colleagues
  • Asks questions to clarify a situation
  • Acute attention to detail
  • Identifying what needs to be done and takes action before being asked or the situation requires it
  • Checks accuracy of own and others' work
  • Develops and uses systems to organize and keep track of information or work progress
  • Approaches challenging tasks with a "can-do" attitude
  • Can effectively handle several problems or tasks at once
  • Proficient in Microsoft Outlook, Excel and Word; EVP; Fast Tax (estate tax preparation program)
12

Real Estate Administrator Resume Examples & Samples

  • Receive executed leases, amendments, deeds, perpetual easements and other real estate contracts from the Area Property and PEP teams. Perform a quality control review of the package for completeness and compliance with corporate control standards. In addition to executed lease/amendment agreements, documentation may include forms, exhibits, landlord waivers, ROFR, etc
  • Review legal language and abstract all information relevant to payments, escalation, term renewals and FAS13 calculations. Complete internal quality control forms to ensure accurate abstraction and documentation of data
  • Work to acquire any missing documentation; ensure the correction/information has been resolved and/or received. Utilize internal workflow system to track progress and status of packages in this pending additional information (PAI) state. Be clear, concise and professional when communicating the issue or question and when providing updates
  • Accurately enter abstracted data into the appropriate modules of JDE. Entry needs to be compliant with system requirements to accurately produce payments and associated escalations, FAS13 calculations,
  • Receive notification to rent commence executed lease documents. Validate sufficiency and accuracy of rent commencement notification to ensure correct commencement triggers payments to landlords
  • Process back billings and credits via the approved Accounts Payable process. Accurately enter information into JDE and associated controlled spreadsheet
  • Perform controlled second level review of documentation and data input into JDE. Ensure quality of data in JDE meets system requirements to produce payments and associated escalations, FAS13 calculations, process taxes and renewal notices to landlords
  • Ensure accurate data by taking accountability to review standard data quality reports and update Quality Control tracker for errors or omissions found during the processing. Work with Manager or Supervisor of Billing Operations to identify training opportunities
  • Administer the Business Unit process for Inter-company transactions including set up of new Business Units, placing Business Units in-service and decommissioning sites. Take accountability and ownership to ensure that all paperwork is complete and approved per the process
  • Receive, review and process ownership change requests from landlords. Ensure all required documentation is received to ensure the ownership change in JDE is in compliance with company standards
  • Coordinate with Area, PEP, as well as Landowners concerning any payment discrepancies or inconsistencies and escalate accordingly
  • Receive, review, process, and submit landowner invoices for reconciliation when applicable
  • Work with cross functional teams to resolve any reported Landowner Defaults
  • Provide excellent customer service when dealing with landlords or internal partners via telephone, e-mail or other correspondence. Ensure that documentation is sent to scanning and filing for use by other corporate functions
  • A minimum of two (2) years of experience in a fast paced, detail oriented profession
  • Some Accounting experience is preferred
  • Real Estate contract administration - should understand general Real Estate concepts (Chain of Title, Escalation, Term information, etc.)
  • Strong attention to detail, organizational skills and interpersonal skills
  • Understanding of basic Accounting concepts - some Accounts Receivable and General Ledger experience helpful
  • Proficient in Excel and other Microsoft Office products
  • Ability to work in fast paced and changing environment
13

Senior Estate Administrator Resume Examples & Samples

  • Carefully reads and analyzes all relevant governing instruments including the will, trust agreements, and other documents that will affect the administration of a new estate
  • Gathers all required information concerning the decedent’s real estate, tangible personal property, securities and other financial assets and takes whatever steps are necessary to secure and preserve these estate assets
  • Promptly raises cash necessary to meet estate tax, administrative expense, debt and distribution requirements
  • Prepares or participates in the preparation, as appropriate, of federal and state estate tax returns, and ensures that these returns are timely filed
  • Oversees negotiation and settlement of estate tax audits with federal and state estate tax agents
  • Coordinates the prompt and proper distribution of estate assets to beneficiaries and funds all required trusts
  • Ensures that Bessemer is adequately protected by securing an effective discharge as fiduciary through judicial or receipt and release settlement, as appropriate, with all interested parties
  • Meets with client advisors in an effort to identify and exploit will appointment opportunities within client base
  • Provides technical support and training to client advisors in the area of trust and estate administration
  • Complies with all regulatory requirements including but not limited to: Trust policies and procedures; tax and probate court disclosure and deadlines; maintains an adequate document recovery program for estates
  • 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, as well as many other estate administration duties
  • Coordinates departmental intranet site with materials appropriate for use by client advisors, wealth advisors and clients
  • Assists with the maintenance and oversight of nationwide will vault
14

Specialist Estate Administrator Century City-cape Town Resume Examples & Samples

  • Receive leads from Fiduciary Consultants within Absa Trust / Brokers and/or incoming mail from the Absa bank branches or phone in clients on high-net worth clients / Private Bank that require assistance in processing Deceased Estate
  • Arrange meetings with clients to personally discuss the Deceased Estate and establish the asset value, profile and liabilities by taking an inventory of all assets the deceased held at the date of death. This information can only be obtained from the family of the deceased at the initial meeting
  • Analyse the content of the Will to establish whether it is executable or not (e.g. Farm property bequeathed to more than one person, this is not possible in terms of the Act 70 of 1970). After analysing the Will consider possible solutions and make suggestions to the client (i.e. Redistribution agreement, Close Corporations, Companies / Deed of Election / Possible cash shortfall, Estate duty payable, possible Capital Gains Tax implications)
  • Report the Deceased Estate to all relevant stakeholders via written correspondence, newspaper and Government Gazette (Master of the High Court, SARS, Banks, Insurance Companies, Auditors), to obtain letters of Executorships, Certificate of Balance, Evaluations of Shares, Deeds Search, Outstanding tax returns, Membership of interest in Close Corporation. In terms of the Estate Administrations Act the Executor cannot administer an Estate until they are in receipt of this documentation
  • On receipt of Letter of Executorship from the Master of the High Court; advertise (e.g. advertise in the local newspaper and Government Gazette) and for any Debtors / Creditors (Section 29 notification) in respect of the Estate late to submit their claims within thirty days of date of advertisement
  • Receive all relevant information as requested by the various stakeholders and start redeeming and transferring assets e.g. all assets in the name of the deceased which cannot be transferred must be redeemed and it is dependable on the instructions from the heirs / cash shortfall on the Estate
  • Draft the liquidation and distribution account to reveal the true reflection of all the assets and liabilities as at date of death. Reflect the Capital Gains tax and Estate duty payable in the Liquidation and Distribution account and submit any outstanding tax returns to SARS
  • Advertise (for twenty one (21) days) the Liquidation and Distribution account (Section 5 notification) in the Local newspaper / Government Gazette and with the Magistrate in the district were the deceased resided twelve (12) months prior to date of death and lodge the Liquidation and Distribution account with the Master of the High Court to attain approvals on the account / Estate duty assessment to ensure the Executor has adhered to its duties in terms of the Will
  • Instruct the Absa Panel Attorneys on the expiry date of the advertisement; to lodge the transfer documents with the Deeds Office to transfer fixed property into the Heirs names and ensure completion thereof
  • Obtain final tax assessment from SARS and finalise the Deceased Estate, by paying out the amount previously reserved in the cash statement for finalisation of the Estate
  • Achieve set target as set out by management at the beginning of the year by taking in the Executor's fees within the company norms
  • Keep clients updated on progress of the Estate by reporting on a monthly basis (telephonically, written correspondence, etc) in a professional manner to ensure that a high standard of customer service is given
  • Maintain a high standard of service during the administration process without any supervision, by providing excellent customer service and immediate attention to client needs
  • Build and maintain a relationship with various stakeholders (i.e. valuators, auctioneers, attorneys, Master of the High Court, South African Revenue Service) by continuously engaging and ensuring satisfactory client service and good relations
  • Ensure that queries do not turn into complaints by addressing these within a period of twenty four hours
  • Adhere to ABSA compliance requirements and industry related legislations in order to maintain a high standard of service
  • Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions
  • Complete all compulsory compliance and legislation training within the required time-frames as prescribed by Absa Risk
  • Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering, Sanctions etc. Non-adherence to Absa's Policy & Procedures may lead to disciplinary action
  • Be knowledgeable on the Estate Administration Act, in order to comply with all the legal aspects in complex deceased estates
  • Computer Literate
  • Knowledge of Deceased Estate and Estate Duty Act
  • Communication Skills
  • Supervisory Skills
  • Leadership Skills
  • Self- motivated
  • Present a professional image
  • Networking
  • Knowledge of Wills Act, Maintenance of the Surviving
  • Knowledge of Marriage Act and other related Acts
15

Assistant Estate Administrator Resume Examples & Samples

  • Estate and Trust Diploma (Preferred)
  • Deceased Estate Administration course via LEAD (Preferred)
  • 1 Year administrative experience in a decreased Estate Environment
  • Proficient in MS Office (Word, Excel, Power Point and Outlook) and the Internet
  • No criminal record
  • Application: On our application form we ask for information like your contact details, education and work experience. You will also be required to upload a CV, so it's a good idea to have this ready
  • Online Assessments: We'll then ask you to complete online assessments if you have passed our minimum screening criteria. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles
  • Interview: If you are successful in our assessments we will contact you to conduct a brief telephonic interview before we invite you to attend a face-to-face interview
16

Real Estate Administrator Resume Examples & Samples

  • Demonstrated ability to multi-task in a fast paced environment
  • Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively
  • Two-year degree, preferably in Communications, Business or other related field preferred
  • A minimum 4 four years' experience in real estate or related industry such as telecommunications preferred
  • Highly proficient user of Excel, Word, Outlook, PowerPoint VPN environment applications preferred
  • Experience utilizing CoStar a plus
17

Real Estate Administrator Resume Examples & Samples

  • Associates degree preferred, but not required
  • Minimum one year prior paralegal and/or corporate real estate experience preferred
  • Knowledge of SAP a plus
  • Some knowlege or experience in accounting preferred
18

Asset & Wealth Management Estate Administrator Resume Examples & Samples

  • 2 years of trust and/or estate administration experience
  • Proficient with Omni (or similar trust accounting system) and various software packages
  • Strong customer service skills along with ability to interact with all levels of account relationships
  • Technical Knowledge – basic understanding of fiduciary, legal, tax and investments concepts
  • Operational/Systems Knowledge – Microsoft applications and internal business systems
  • Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment
  • Understanding of basic income tax reporting forms
  • Excellent math and accounting skills
  • Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability, ability to delegate, coach and train
  • Interpersonal skills - develop relationships with colleagues within Trusts & Estates Practice and the Private Bank/Private Wealth Management
19

Real Estate Administrator Resume Examples & Samples

  • Review abstracts created by the software system database for newly executed lease documents sent to the database maintainer to identify and document the critical lease information, clauses and action/notification dates abstracted into the database to assure that they contain correct information
  • Maintain working lease files with complete documentation, including follow up on missing lease documents such as lease and rent commencement agreements
  • Accomplish minor day-to-day activities such as easement resolution real estate donations, landlord/tenant inquiries/ problem resolution, etc
  • Develop, coordinate and prepare the annual operation and expense budget relating to the real estate/lease administration function. This shall include revenue (income) projections as well as expenses associated with leasehold space/rent, escalations, relocation costs, etc.)
  • Prepare and provide on a property-by-property basis, monthly budget variance reports for income and expenses associated with the real estate/lease administration function
  • Setup and maintain on a property-by-property basis, full financial services for the accountability processing and reporting of reoccurring lease accounts payable for client leasehold space. This shall include administration of payables, rent increases, relocations costs, operating expense escalations, etc
  • Perform lease audits on client leasehold space as required and in accordance with specified client criteria
  • Review Estoppel certificates and subordination/non-disturbance agreements to verify that lease requirements have been met and information contained therein is accurate
  • Review and investigate all adjustments to leases or payments required by lease provisions, invoices, CAM charges, real estate taxes, etc., make recommendations for actions, get appropriate approval, and/or pay through client’s A/P system
  • Update the information database system with all rent changes, renewals, amendments, and property sales, lease expirations, etc
  • Check all recurring payment changes and invoice payment requests for actual payment made and accuracy on the General Ledger
  • Run monthly budget reports and create detailed variance report on monthly basis for Real Estate Manager
  • Maintain tenant accounts properties through Yardi and provide reports to Real Estate Manager
  • Maintain a tickler file (including critical dates, recurring payment renewals, etc.) and handle items as required with follow-up
  • Screen and respond to inquiries from client personnel and third parties for information concerning properties and leases
  • Manage landlord and management company relationships through regular telephone and email contact. Respond appropriately to landlord or Management Company inquiries concerning invoices, payments, reconciliation and other lease issues
  • Provide standard periodic reports from the database system to internal client departments as directed
  • Create custom reports on request from the database system
  • Coordinate for the database provider to send reports of critical action dates, including but not limited to, lease commencements, expirations, renewal, cancellation and first offer options. Reports to be distributed to designated client personnel via electronic mail as requested
  • Create the client lease file for new tenant leases and send documents to the database provider to be entered into the lease database
  • Maintain and coordinate with Accounts Receivable to update client’s Peoplesoft database with all rent changes, renewals, amendments, etc
  • Receive and send all tenants rent payments to Accounts Receivable
  • Provide on a property-by-property basis, full financial services for the accountability, processing and reporting of accounts receivables, pass-throughs and miscellaneous income. This shall include lease payments to client, lease payment adjustments/changes, year-end reconciliation of estimated rent payments, etc
  • Create and mail paper invoices to certain tenants
  • Create and mail late notices to delinquent tenants and follow-up by telephone to collect overdue rent payments according to provisions in lease
  • Notify client’s Manager of non-payments and coordinate cure or eviction
  • Maintain tenant role spreadsheet. Track insurance certificates, rent escalations, termination dates, etc. Follow-up with tenants by telephone on a monthly basis to obtain current insurance certificates
  • Prepare and mail rent increases notices
  • Handle all tenant lease issues and problems
20

Real Estate Administrator Resume Examples & Samples

  • Receive executed leases, amendments, deeds, perpetual easements and other real estate contracts from the Area Property and PEP teams.Perform a quality control review of the package for completeness and compliance with corporate control standards.In addition to executed lease/amendment agreements, documentation may include forms, exhibits, landlord waivers, ROFR, etc
  • Review legal language and abstract all information relevant to payments, escalation, term renewals and FAS13 calculations.Complete internal quality control forms to ensure accurate abstraction and documentation of data
  • Proactively work with Area Property and PEP teams when insufficiencies or conflicts are identified. Work to acquire any missing documentation; ensure the correction/information has been resolved and/or received. Utilize internal workflow system to track progress and status of packages in this pending additional information (PAI) state. Be clear, concise and professional when communicating the issue or question and when providing updates
  • Accurately enter abstracted data into the appropriate modules of JDE.Entry needs to be compliant with system requirements to accurately produce payments and associated escalations, FAS13 calculations,
  • Receive notification to rent commence executed lease documents.Validate sufficiency and accuracy of rent commencement notification to ensure correct commencement triggers payments to landlords
  • Process back billings and credits via the approved Accounts Payable process.Accurately enter information into JDE and associated controlled spreadsheet
  • Perform controlled second level review of documentation and data input into JDE.Ensure quality of data in JDE meets system requirements to produce payments and associated escalations, FAS13 calculations, process taxes and renewal notices to landlords
  • Ensure accurate data by taking accountability to review standard data quality reports and update Quality Control tracker for errors or omissions found during the processing.Work with Manager or Supervisor of Billing Operations to identify training opportunities
  • Administer the Business Unit process for Inter-company transactions including set up of new Business Units, placing Business Units in-service and decommissioning sites.Take accountability and ownership to ensure that all paperwork is complete and approved per the process
  • Receive, review and process ownership change requests from landlords.Ensure all required documentation is received to ensure the ownership change in JDE is in compliance with company standards
  • Provide excellent customer service when dealing with landlords or internal partners via telephone, e-mail or other correspondence.Ensure that documentation is sent to scanning and filing for use by other corporate functions