Real Estate Trust Associate

Essential Duties and Responsibilities:

• Maintains current database of real estate assets.

• Facilitates and coordinates the asset transfer process for real estate.

• Ensures new, incoming trust real estate files are complete and accurate.

• Facilitates outsource relationships regarding real estate administration.

• Consults with Trust Officers, Business Development Officers, and Financial Advisors on the transfer and retention of real estate.

• Serves as a liaison during regulatory exams and account file management.

• Monitors and takes action with respect to accounts as required.

• Serves as a liaison during internal and external audits.

• Maintains regular contact with manager and other internal or external customers or clients.

• Schedules, reports and tracks information for the department.

• Collects data for preparation of various reports, budgets, and variance analyses.

• Complies data for reports and collates into a single report.

• Assists in preparing, reviewing, or auditing reports.

• May assist in orienting and training lower level employees.

• Assists with complex research and investigation.

• Performs other duties and responsibilities as assigned.

Knowledge of:

• Basic concepts, principles and practices of real estate, as well as the liability and risks associated such assets.

• Basic office practices, procedures and methods.

• Basic mathematical calculations.

• Company’s working structure, internal policies, mission, and strategies.

Skill in:

• Interpreting and applying policies and procedures.

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Promoting effective coordination between multiple work groups and functional areas.

• Detail orientation to ensure quality standards are met without impairing workflow.

• Communicating both orally and written.

• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Ability to:

• Effectively balance the conflicting requirements of clients, beneficiaries, account guidelines, compliance and government regulations.

• Develop foundational/basic knowledge of closely held assets, with an emphasis on entities whose underlying assets consist primarily of real estate holdings.

• Learn required Trust accounting system software and applicable applications.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Pay close attention to detail to maintain accuracy on completed work.

• Establish and maintain effective working relationships at all levels of the organization.

• Work independently as well as collaboratively within a team environment.

• Identify required tasks, develop timelines and execute.

• Project a positive, professional image both internal and with external business contacts.

• Convey information clearly and effectively through both formal and informal documents.

• Communicate effectively, both orally and in writing.