Coventry, Vernon, & Roberts, LLC · 23 hours ago
Assistant Estate Administrator
Glendale, AZ
Full-time
Onsite
New Grad, Entry Level
$26/hr - $28/hrCoventry, Vernon, & Roberts, LLC is a professional fiduciary firm seeking an Assistant Estate Administrator for their west valley office in Glendale. The role involves a wide scope of fiduciary responsibilities under the supervision of a licensed fiduciary, including estate accountings, financial reconciliation, and assisting with the management of estate assets.
Financial Services
Responsibilities
Completing estate accountings using QuickBooks and formatted Excel worksheets
Reconciliation of financial account statements using QuickBooks
Bill-paying using QuickBooks
Assisting Estate Administrators with the investigation, inventorying and documenting of estate assets
Assisting Estate Administrators with marshaling, securing and valuation of estate assets
Coordinating a variety of services necessary to preserve & protect estate assets
Assisting Estate Administrators with the preparation of correspondence and accurately entering data in computer systems
Complete contract accountings, as needed
Assisting Estate Administrators with sustainability analysis
Assisting Estate Administrators with the resolution of financial claims against the estate
Assisting Estate Administrators in their efforts to obtain appropriate benefits and insurance coverage for our clients or estates
Applying for a variety of benefits, including, but not limited to: VA, Social Security, Arizona Long Term Care System, Medicare, pensions, etc
Qualification
Required
Experience in accounting using Quicken or QuickBooks
Strong knowledge and experience in the application for a variety of benefits available to senior citizens and/or persons with disabilities
Possess a clean driving record
Pass a criminal background check
Provide a satisfactory credit report
Preferred
Paralegal and/or legal experience a plus
Bilingual a plus
Benefits
Competitive benefits
Mileage reimbursement
Company
Coventry, Vernon, & Roberts, LLC
Coventry, Vernon, and Roberts, LLC fulfills a variety of fiduciary roles, including: guardianships, conservatorships, healthcare and human services advocacy, trustee, and personal representative (AKA executor / executrix).
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Coy Vernon
Partner / Director
Daniel Roberts
Partner / Director / Licensed Fiduciary
Company data provided by crunchbase