Estates Administrator
$76,000–$89,000 year
HybridRancho Palos Verdes, California, United States
Job Summary
Execute and process all matters pertaining to trusts and estates, including entering tasks in the Gift and Estate Management system and creating asset valuations per FASB requirements. Initiate new gift setups, review incoming mail, and maintain accurate database notes while managing workflows to ensure timely disposition of assets. Oversee the sale of real property by analyzing market values, coordinating title defects, and managing escrow processes through closing. Review estate accountings, execute attorney receipts, and work with external vendors for asset liquidation. Answer incoming calls from field personnel and advisors, escalate issues to management, and assist in developing estate processing policies.
Required Qualifications
- Ability and willingness to learn new software programs and databases
- Understanding of legal terminology and concepts of probate and estate administration process
- Understanding of basic accounting methods and procedures
- Must be detail oriented with the ability to produce accurate and complete work
- Excellent oral and written communication skills, including spelling and grammar
- Ability to initiate correspondence and communicate complex issues
- Excellent telephone skills
- Excellent customer service skills and mindset
- Ability to think independently
- Ability to identify key issues and concerns relative to estate matters requiring escalation to management
- Ability to perform thorough self-review and strong attention to detail
- Ability to manage multiple projects to completion on a timely basis
- Ability to work in a fast-paced environment and maintain poise under pressure
- Possess proficient and accurate typing skills
- Ability to research information
- General knowledge of business protocols
- Must adhere to all policies and procedures of The Salvation Army
- Must maintain courteous and cooperative manner when working with others and demonstrate respect and a positive attitude at all times during the assigned workday
- Must be a team player, take initiative, and be flexible in assisting others to the best of their ability to ensure an accurate work product
- Must be organized in work areas, files, etc., contributing to the efficiency and accuracy of work within the assigned workday
- Must be able to comprehend assignments or to ask for clarification in a clear and concise manner until the assignment is understood
- Must exhibit dependability and availability to the divisional staff as well as supervisors regarding assignments
- Must engage in conduct that enables administration to achieve its goals of providing a professional work environment; conduct must not be disruptive to that environment
- Must be willing to put forth best effort at all times during assigned workday
- Must maintain confidentiality
- Ability to travel to anywhere in the territory to conduct statistics trainings/seminars
- Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or continuous
- Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
- Ability to operate telephone
- Ability to operate a desktop or laptop computer
- Ability to lift up to 25 lbs. (usually file boxes)
- Ability to access and produce information from a computer
- Ability to understand written information
Desired Qualifications
- Paralegal certification from an ABA certified school or college education
- Minimum five years' experience as paralegal, or in accounting, finance, banking, probate and trust administration
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.