Estate Administrator Resume Sample
Abigale Toy
333 Hahn Isle,
Chicago,
IL
+1 (555) 625 7634
Work Experience
Real Estate Administrator
07/2015
-
PRESENT
Phoenix, AZ
- Works with internal tax support, co-fiduciaries, and outside counsel to consider all tax elections and determine
- Works with internal tax support, co-fiduciaries, and outside counsel to consider all tax elections and determine the most appropriate tax reporting
- Enables preparation of tax returns (estate, gift, generation-skipping, fiduciary, and personal income tax) through locating and marshaling assets, arranging for valuation, quantifying expenses, and securing and reviewing financial records
- Approves all tax returns and signs estate tax returns. Oversees preparation and filing of all pertinent court documents
- Advises investment division of all pertinent circumstances related to cash requirements of estate and investment objectives of beneficiaries
- Coordinates the balancing of account requirements and customer needs during the estate settlement period. Ensures that appropriate communication of investment decisions occurs between the bank and interested outside parties
- Establishes and maintains strong relationship with beneficiaries responding to their needs and explaining issues that arise in the estate. Educates clients on bank products and services, emerging issues, and regulatory/tax changes
- Plans, reviews, and implements all fundings and distributions including coordinating the input of co-fiduciaries, beneficiaries, investment division, tax division, and others. Reviews all accounting documentation pursuant to fundings or distributions
- Experience preparing leases and legal documents
Estate Administrator
07/2011
-
06/2015
Phoenix, AZ
- Consistent with Trust policy as assigned
- Maintain a balance between the unit’s financial goals and the client service objectives
- Understanding of relevant legal terminology and concepts
- 1 – 2 years experience in Financial Services sector
- CSI Estate & Trust Administration or completed within 1 year
- Ensure availability of utility services in time
- Ensure flawless start of utility payments for new sites
- Earn the trust of key stakeholders as the Procurement function transitions
- Ensure global alignment in all processes advocating actively improvements
Trust & Estate Administrator
10/2007
-
01/2011
New York, NY
- Proactively support business stakeholders to meet agreed timescales
- 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
- 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
- Maintain and coordinate with Accounts Receivable to update client’s Peoplesoft database with all rent changes, renewals, amendments, etc
- Notify client’s Manager of non-payments and coordinate cure or eviction
- Detail oriented with experience in Corporate Real Estate environment
- Marshals and administers assets in small to medium-sized probate estates and taxable trusts
- Decides all substantive questions arising within the estate, including tax elections,
Education
Heidelberg University
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Strong computer skills including proficiency with trust accounting systems and MS Office
- Strong skills on PC applications for word processing, spreadsheet and databases
- Outstanding client service skills, including proactive communication and problem solving
- Experience with Chain of Title, review of legal descriptions and/or sketches and experience in drafting, editing and reviewing documents
- Experience in taking your own initiative to be able to cope with very demanding teams
- Experience working directly with high net worth clients
- Proven ability to draft, abstract and review real estate documentation including review of surveys and title documentation as needed
How to write Estate Administrator Resume
Estate Administrator role is responsible for word, database, computer, microsoft, excel, planning, retail, credit, securities, training.
To write great resume for estate administrator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Estate Administrator Resume
The section contact information is important in your estate administrator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Estate Administrator Resume
The section work experience is an essential part of your estate administrator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous estate administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular estate administrator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Estate Administrator resume experience can include:
- Assist as needed in coordinating escrow and funding of acquisitions with Director of Acquisitions, Transaction Manager, Resource Planning team, Acquisition Manager, Escrow Officer, Legal (internal and external), third-party vendors, and HAIG Accounting
- Excellent communication skills, preferably in a team and multi-location environment
- Strong analytical skills with high attention to detail required, with the ability to formulate solutions and resolve issues in a timely manner
- Two to five years of experience in the sale of real estate or in a property management role
- Experience as a paralegal or in an accounting/financial role
- Booking travel using the American Expresss system, find the best deal and process with the booking
Education on an Estate Administrator Resume
Make sure to make education a priority on your estate administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your estate administrator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Estate Administrator Resume
When listing skills on your estate administrator resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical estate administrator skills:
- Excellent written, interpersonal, analytical and problem solving skills required
- Strong computer, organizational, analytical, research and communication skills required
- Exceptional interpersonal skills with a proven ability to build and maintain relationships
- Prior experience in real estate transactions, preparation of leases and legal documents related to new tower builds
- Experience desired. Previous real estate experience desired
- Proven ability to demonstrate empathy and genuine care
List of Typical Experience For an Estate Administrator Resume
1
Experience For Real Estate Administrator Resume
- Strong computer skills such as databases, Word and Excel
- Microsoft Office suite skills desired
- Build strong relationships with the Division and Region management teams
- Excellent attention to detail and high-level accuracy with documents
- Assist the Trust Officer in responding to client queries and referring any matters requiring discretion to the appropriate level of decision making authority
- Utilize, update and manage all tools and resources available to manage workload, including checklists, databases, logs and/or other related reporting tools
- Facilitate and track routing and signature of various documents/forms, including lease documents
2
Experience For Specialist Estate Administrator Century City-cape Town Resume
- Assist with reviewing and approving Right to Proceed (RTP) Packages
- Assist VP, Site Leasing, Ground Leasing Manager, Legal and New Builds Departments with contract language and with creation of ground leases
- Assist with drafting and/or obtaining language approval from VP, Attorneys, Manager, Site Administration, Title, Tax and/or Legal Departments, as needed
- Approves all tax returns and signs estate tax returns. Able to oversee the preparation and filing of all pertinent court documents
- Create, manage and maintain accurate filing system (hard & electronic copies) of all real estate lease documents
- Participates in the selection, evaluation, acquisition, occupation, management and/or disposition of real property and office/manufacturing space
- Optimizes the portfolio’s profitability by managing the approach to lease renewals, break options and relocations
- Results oriented and self motivated
3
Experience For Trust & Estate Administrator Resume
- Update/maintain the Company’s real estate data base in a timely manner and provide periodic reporting related to lease expiration dates, properties under development, properties held for sale and other important information
- Monitors the following transactions through an organized filing system that include: rent increases, one-time adjustments, Common Area Maintenance Charges (CAM) reconciliations, option notifications, and property tax payments and reimbursements
- Develops database reports as required for real estate staff and interdepartmental managers
- Provides real estate research to support compilation of fair market valuation reports
- Assist with quarterly executive management reports as well as annual budget preparation
- Ensure prompt and accurate completion of contracts and certificates of insurance information in contract administration software
- Track and process business license renewals in coordination with AP and branch operations
- Support the Real Estate & Sales Department with preparation of internal real estate lease capex and capital appropriation approval packages
- Occasionally act as an internal/external point of contact for systematic transactions with an ability to determine the clients need and escalate as necessary
4
Experience For Asset & Wealth Management Estate Administrator Resume
- Marshals and administers assets for probate estates and taxable trusts
- Decides all substantive questions arising within the estate, including tax elections, use of tax reserves, disposition, valuation and collection of assets, the raising of cash, resolution of liabilities, audits, and litigation
- Plans, reviews, and implements all trust funding and distributions including coordinating the input of co-fiduciaries, beneficiaries, investment division, tax division, and others. Reviews all accounting documentation pursuant to trust funding or distributions
- Oversees special tasks, including sale of real estate or family business interest, disposition of qualified plan assets, coordinating response to estate tax audit, and facilitating beneficiaries'' credit requests
- Works closely with regional partners and leadership to develop calling program for referral and retention. Call on local offices and teams to educate on estate settlement process. Actively market estate settlement capabilities to COIs and partners within the region. Coordinate sales process for beneficiaries to increase recapture/retention
- Analyze / manage the monthly recurring base rent and common area maintenance payments
- Analyze CAM reconciliations (desk top audit) and non-recurring payments for rent, real estate taxes, escalations, other charges, etc
- Track lease clause critical dates and terms, provide information as needed, including certificates of insurance
5
Experience For Assistant Estate Administrator Resume
- Assist Corporate Attorney with all aspects of processing lease documents through lease execution
- Meticulously abstract, cross-reference and update leases and supplemental documents into lease management database
- Review, verify, markup and prepare Estoppels Certificates and SNDAs for execution, including conducting review and due diligence background research for Estoppels Certificates and SNDAs for Legal Department review and owners signature
- Conduct research of office issues and other lease-related defaults and/or issues, assess proper course of action and escalate and/or consult with Legal Department to bring to resolution
- Research and interpret lease language in consultation with Attorney, and provide information and guidance related to Real Estate and lease matters, as requested by cross-functional business partners
- Draft, proof and finalize correspondence including sending out (via courier or other expedited means) all outgoing mail, correspondence and other documents, including Notifications of Default, Construction Allowance Collection, Extension Option Exercise and other lease-related correspondence. Process all received mail to the real estate department
- Act as liaison and facilitate communication and information exchange with external and internal business partners
6
Experience For Prime Now Real Estate Administrator Resume
- Process mail from Landlords (statements, invoices, etc.)
- File, fax, scan, copy, and distribute lease documents and other correspondence
- Work with Legal Department as administrative support, as necessary
- Perform other projects and job functions as assigned by management
- Balance several projects and meet deadlines
7
Experience For Deceased Estate Administrator Resume
- Knowledge of retail lease concepts, documents and language
- Interfaces with support functions to ensure projects and activities are completed on-time, within budget and in compliance
- Researches, analyzes and models complex data to identify trends and form actionable solutions; develops solutions and guides on appropriate action(s) to be taken
- Responsible for city easements, consents and encroachment agreements
- Champions, implements, and constantly drives appropriate evolution of the change management and methodology in accordance with company strategies
- Familiar with FAS 13 and ASC 840 guidelines and models, highly desired
8
Experience For Estate Administrator Rbc Wealth Management Resume
- Sets up all Real Estate Legal, correspondence, plans and signage files and files all applicable documents
- Supports the Vice President, Supply Chain, in sending out all truck rental contracts and filing of executed contracts in respective district files along with other truck related documents
- Sends out and all legal documents signed by the SVP of Real Estate, and ensures that original documents are received back, fully executed and filed properly as well as scanning documents in lease data base for the respective property
- Supports others in the real estate department with respect to any special projects, mailing correspondence out etc
- Maintain real estate reports as directed
- Assists Lease Administrator as needed
- Request insurance certificates for Landlords for any properties as requested and ensure copy of certificate goes in respective file
- Is primary back up for the front desk
9
Experience For Senior Estate Administrator Resume
- Retrieves mail for the office and distributes all mail in mailroom
- Orders supplies for break room, stocks break room and approve invoices for orders
- Takes meter readings from copy machine and relays readings to copier company
- Provides orders for office supplies for department on weekly basis
- Is a notary and notarizes documents as needed
- Preparation and review of legal documents including: Ground Leases, Amendments and Antenna Site Agreements (ground owner leases and anchor build to suit tenant leases), and related Memoranda
- Assist with preparation and/or review of closing documents for Build to Suit Deals (i.e. ground lease reviews, Assignment and Assumption Agreements, Bills of Sale, Estoppel Certificates)
10
Experience For Estate Administrator Resume
- Assist with Ground Expansions requests from the Field Staff (i.e. analyze ground expansion space needed, obtain pricing from Senior Vice President, preparation and review of ground expansion amendments, follow-up with Ground Owner and Real Estate Specialists in the Restructure Group and maintain ground expansion tracker
- Assist with maintaining anchor build to suit tenant tracker
- Assist with and facilitate lease renewals with Government Agencies
- Interface with Ground Owners, other REAs, Administrative Assistants, Restructure Group, in house attorneys, outside attorneys, Field Staff and other Corporate Departments on issues related to the tower build project, ground leasing and/or Anchor BTS contract issues
- Proactively, maintain timely written, verbal, and electronic communication with the Trust Officer, beneficiaries and external contacts, where required
- Assist the Trust Officer to ensure all estate administration is carried out in accordance with the terms of governing document, relevant legislation, client needs, company policy, and department objectives
List of Typical Skills For an Estate Administrator Resume
1
Skills For Real Estate Administrator Resume
- Excellent written and oral communication skills and outstanding attention to detail with the ability to be flexible
- Effectively administer a book of fiduciary and investment agency accounts, with an emphasis on estates and includable trusts
- Excellent cross selling and retention track record
- Administrative experience working with legal documents and/or contracts
- Experience in estate and trust administration, preferably at a financial institution
- Understanding of office, industrial and retail leases and both purchase and sale documentation
2
Skills For Specialist Estate Administrator Century City-cape Town Resume
- Understanding of office, industrial and retail leases and both purchase and sale documentation required
- Assist in executing/coordinating due diligence process, including but not limited to
- Knowledge of systems processing requirements for coding new accounts for desired processing results
- Process tickets, site audits and closeout packages using our ticketing system, ETADirect
- Basic knowledge of i-procurement and expenses systems i.e. using Oracle for expenses and raising purchase orders
3
Skills For Trust & Estate Administrator Resume
- Confidence in using MS Office applications (i.e. Word, Excel, PowerPoint)
- Work under pressure and adhere to strict revolving contract deadlines
- Highly organized and capable of tracking multiple schedules at once
- Track record in working collaboratively to achieve team outcomes
- Willingness to share technical expertise to ensure an ongoing transfer of knowledge
4
Skills For Asset & Wealth Management Estate Administrator Resume
- Solutions focused and a high level of problem solving ability
- Above average knowledge of the sale process and ability to independently negotiate the listing and sale of property
- Above average knowledge of the leasing process and ability to negotiate lease renewals and extensions
- Advanced knowledge of trust services including administration, tax and investments
- Travel to various client and other locations
- Process and track client real estate documents
- Assist Real Estate Managers ("REMs") with portfolio and site verification (i.e., add and delete sites to and from Polaris); support the data integrity of all real estate information in Polaris
- Provide reporting support to the Real Estate team
5
Skills For Assistant Estate Administrator Resume
- Upload documents into Polaris
- Process and track Property Change in Ownerships
- Manage the Client Information Center
- Process termination requests and document the changes in Polaris
- Manage and track renewals of carrier certificates of insurance for the portfolio
- Process purchases order requests for REMs and the Network Operations team
- Manage and process rooftop access requests
6
Skills For Prime Now Real Estate Administrator Resume
- Utilize CoStar to research real estate data in response to requests from the Managed Network team
- Assist Lease Administration team with management of existing leases and related activities, including insurance certificates, escalators, internal documentation requests, amendments and ongoing site data entry
- Experience in administrative environment ( Essential)
- Functions as the decision point for virtually
- Functions as the decision point for virtually every estate issue that arises in asset management, tax compliance, tax planning, fundings, distributions, and tax audits. Articulates the logic of these decisions to all appropriate
- Functions as the decision point for virtually every estate issue that arises in asset management, tax compliance, tax planning, fundings, distributions, and tax audits. Articulates the logic of these decisions to all appropriate parties
- Frequent Sitting, occasional lifting
7
Skills For Deceased Estate Administrator Resume
- Firm understanding of accepted estate administration processes, timelines and concepts
- Able to work independently as well as in a team environment; ability to build collaborative working relationships with Client Advisors, Trust Officers and Private Bankers
- Administrative experience working with legal documents and / or contracts/amendments
- View and Type on computer screens for long periods
- Licensed to practice law in NY
- 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
- 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.
8
Skills For Estate Administrator Rbc Wealth Management Resume
- Coordinate and monitor account closings, including the gathering/distributing of assets and other related tasks, with Middle Office
- Identify actual or potential risks and proactively engage internal and/or external partners to mitigate risks
- Coordinate and monitor account openings, including the review and interpretation of governing documents and applicable state laws to ensure accurate and complete account setup
- Coordinate administrative work flow with Middle Office, and oversee daily transactions to ensure accuracy
- Collaborate with internal tax team to determine tax filings, and ensure all filings are timely
- Respond to client inquiries timely and thoughtfully
- Prepare presentation materials and manage in-person meetings with prospects, beneficiaries, co-fiduciaries and outside third-party professionals
- Assist private and middle market bankers with trust-related questions and inquiries
- Perform research and complete special projects as assigned
9
Skills For Senior Estate Administrator Resume
- Act as a resource to other administrators on estate administration matters
- Relevant knowledge of the property industry in order to be able to deal with the high volumes of legal documents
- Demonstrate a proactive approach - high level of planning and organisational skills to organise and manage their workload being able prioritise, especially at busy times
- Strong computer database applications experience with Virtual Premise or similar real estate database systems is required
- In corporate or commercial real estate experience
- Maintain a flexible approach to work in accordance with the work situation and the ability to work under pressure
- Read, comprehend and communicate instructions, correspondence, memos and legal documents
10
Skills For Estate Administrator Resume
- Two to five years of experience in Trust, Banking or Investment Management in a fast-paced environment with a focus on accuracy, service and accountability to deliver results, individually and with the team
- Working knowledge of management issues related to farming of crops, crop insurance & USDA programs
- Familiarity with business terms, trust and investment relationships and ability to interpret and summarize provisions of complex legal trust documents
- Above average knowledge of real estate laws as they pertain to the title and transfer of real property
- Giving support to the Investment team by effectively managing the New Supplier module of our Yardi database to ensure the process is quick and efficient whilst maintaining corporate governance
- Being confident in sending and receiving boxes for archiving and updating the master records spreadsheet. Arrange for prepared archived boxes to be picked up and stored by the external archive provider whilst upholding the clear desk policy within the office
- Responsible for renewing the subscription, deal directly with the publisher and make sure that we are getting the best available price to keep company's costs down. Insert the invoice on Oracle when the subscription has been approved by Manager and renewed
- Assists with planning the travel logistics of internal executives
- Manages administration related to: lease preparation; lease renewals; lease terminations; estoppels; subordination agreements; landlord notices; shared site agreements; rail track agreements; subleases, purchase’s and sale agreements
List of Typical Responsibilities For an Estate Administrator Resume
1
Responsibilities For Real Estate Administrator Resume
- Assist the Trust Officers in responding to client queries and referring any matters requiring discretion to the appropriate level of decision making authority
- Understand service standards and the need for operational consistency, continuous improvement and high quality client service
- Ensure all account information on internal systems is up to date, complete, and accurate
- Proactively, maintain timely written, verbal, and electronic communication with the Trust Officers, beneficiaries and external contacts, where required
- Assist the Trust Officers to ensure all estate administration is carried out in accordance with the terms of the governing document, relevant legislation, client needs, company policy, and department objectives
- Acts as representative of conservatorship or decedent estates in a variety of litigation matters
2
Responsibilities For Specialist Estate Administrator Century City-cape Town Resume
- Testifies in court and at depositions in support of litigation or estate matters
- Consult with, provide information and make recommendations to legal counsel
- Marshals (e.g. gathers, organizes, monitors and exerts authority) estate assets
- Arranges for the disposition of estate assets
- Investigates claims, bills and other liabilities in conservatorship and decedent estates
- Manages the estate real property, such as residences and rentals; personal effects, intangible personal property and securities
3
Responsibilities For Trust & Estate Administrator Resume
- Prepares written reports and correspondence
- Communicates and meets regularly with a variety of staff and external agency contacts in order to exchange information relative to estate administration
- Analyzes bank records, estate plans, wills, trusts and other legal documents
- Investigate financial abuse for conservatorship cases
- Participates as a member of a multidisciplinary team to investigate and prosecute elder financial abuse cases
- Point person to review and analyze Central Division occupancy expenses to find cost savings with utilities, electricity, natural gas, and other services for our properties
4
Responsibilities For Asset & Wealth Management Estate Administrator Resume
- Point person for all real estate property tax matters for approximately 330 annual property tax bills/payments. Obtaining/receiving property tax bills and preparing check requests for timely payments to tax authorities
- Work experience advantageous
- Updates annual rent budget spreadsheet, insurance spreadsheet and other reports using existing Airgas spreadsheets and templates
- Communicate with the A/P department to inform them of all rent changes from new leases, terminations, rent bumps, etc
- Prepare drafts and edits initial leases using existing Airgas template documents of leases, lease renewals, lease terminations, landlord notices, subleases and other miscellaneous forms
- Manage all hard copy & electronic records related to leases for all Central Division locations including: lease preparation; lease renewals; lease terminations; landlord notices; shared site agreements in a very organized manner
- Maintain the Central Division real estate database by verifying and/or incorporating all necessary information for deadline tracking, CPI based rent increases, lease renewal notifications, property acquisitions, property dispositions, renewed or expired leases/contracts, and regional strategy for all leased and owned locations
5
Responsibilities For Assistant Estate Administrator Resume
- Prepare and draft initial real estate documentation for purchase and sale agreements using existing Airgas template documents
- Research and locating title companies, surveyors, appraisers and other third party due diligence providers in order to buy, sell or lease properties
- Research and analysis for industrial, commercial, office and retail leases as needed
- Responsible for maintaining/tracking/analyzing the incoming sublease rent payments by working with the Airgas Cash Applications Dept. and maintaining accurate records
- Generate real estate documents, correspondence and reports as directed on a timely basis as required by Director of Real Estate
6
Responsibilities For Prime Now Real Estate Administrator Resume
- Support completion of major project details and proactively track deadlines and tasks for all real estate transactions & projects
- Coordinate with property tax consultants on tax appeals and Airgas Risk Management for insurance requirements for the company’s portfolio
- Spanish/English or English/Spanish/Portuguese
- Ensure important legal documents are processed efficiently following the company's procedure to safeguard our investors and facilitate lettings, rent reviews and the appointment of consultants and contractors. Update and maintain a detailed daily log of incoming and outgoing legal documents to track and ensure legal documents are executed by the correct Directors
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