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Assistant Estate Administrator

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Prescott, United States Coventry, Vernon, & Roberts, LLC Full time
Job DescriptionJob Description

ASSISTANT ESTATE ADMINISTRATOR (Prescott)

Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates (“CVR”) seeks a detail-oriented, self-starter with a reputation for integrity, compassion and professionalism. CVR is building a team of people in its third office location in Prescott, Arizona, to serve and advocate for older adults and persons with physical or cognitive disabilities. See www.ArizonaFid.com for information on CVR.

High quality fiduciary services dramatically impact the quality of life for persons who need an advocate, affecting the areas of health care, long-term care, asset management and legal services. This position is the starting point for a rewarding career in fiduciary services. Career advancement, additional education and licensure as a private fiduciary are all encouraged and integrated in the training and development of all team members.

The Assistant Estate Administrator’s immediate duties include a wide scope of responsibilities, performed under the supervision of a licensed fiduciary and/or an Estate Administrator, that might include, but are not limited to:

  • Investigating, marshaling, securing and valuation of estate assets.
  • Coordinating a variety of services necessary to preserve & protect estate assets.
  • Data entry and reconciliation of financial account statements using QuickBooks.
  • Bill-paying using QuickBooks.
  • Preparing client accountings using with Excel and QuickBooks to accurately reflect the administrative activity for the reporting period.
  • Preparing correspondence on fiduciary administrative activities.
  • Obtaining appropriate benefits and insurance coverage for clients or estates.
  • Applying for private and government benefits, on behalf of clients, including, but not limited to: VA, Social Security, Arizona Long Term Care System, Medicare, pensions.
  • Assisting with marketing, networking and other community outreach efforts.
  • Coordinating services for clients located in Yavapai County or elsewhere in AZ.

REQUIREMENTS:

The ideal candidate has experience in accounting using Quicken or QuickBooks. Strong knowledge and experience in the benefits available to senior citizens and/or persons with disabilities will be helpful for this position. 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 position, and compensation depends on experience, education and demonstrable skills. Salary is based on an hourly rate which may range from $26 - $28 per hour. Competitive benefits and mileage reimbursement.