Coventry, Vernon, & Roberts, LLC · 12 hours ago
Assistant Estate Administrator
Prescott, AZ
Full-time
Onsite
New Grad, Entry Level
$26/hr - $28/hrCoventry, Vernon, & Roberts, LLC (CVR) is a professional fiduciary firm seeking a detail-oriented Assistant Estate Administrator for their Prescott office. The role involves a wide scope of fiduciary responsibilities, including estate accounting, financial reconciliation, and assisting with the management and documentation of estate assets.
Financial Services
Responsibilities
Completing estate accounting’s using QuickBooks and formatted Excel worksheets
Reconciliation of financial account statements using QuickBooks
Bill-paying using QuickBooks
Assisting Estate Administrators with the investigation, inventory and documentation 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
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
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