7 дней назад
Real Estate Trust Associate
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Real Estate Trust Associate (Real Estate/Trust Administration): Maintaining and transferring real estate assets within trust accounts with an accent on asset records, file accuracy, regulatory coordination, and client communication. Focus on coordinating complex asset transfers, supporting audits and regulatory exams, and preparing detailed reports and variance analyses.
Location: Hybrid in Saint Petersburg, Florida, United States
Company
is a financial services firm focused on client-first, integrity, independence, and long-term decision-making.
What you will do
- Maintain current databases and complete files for real estate assets held in trust accounts.
- Facilitate and coordinate real estate asset transfers, including communication with Trust Officers, Business Development Officers, and Financial Advisors.
- Manage relationships with outsourced real estate administration providers.
- Support regulatory examinations, internal and external audits, and account file management.
- Track departmental information and prepare reports, budgets, variance analyses, and consolidated reporting.
- Conduct complex research and investigations and assist with training lower-level employees.
Requirements
- High school education.
- 4–6 months of general work experience.
- Basic knowledge of real estate concepts, practices, liabilities, and risks.
- Strong organization, time management, attention to detail, and written and verbal communication skills.
- Ability to manage multiple changing priorities, work independently and collaboratively, and maintain effective relationships across the organization.
- Ability to learn trust accounting software and apply company policies, compliance requirements, and government regulations.
Culture & Benefits
- Hybrid workstyle with less than 25% travel.
- Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Culture emphasizes professional development, collaboration, accountability, client-focused decisions, and continuous improvement.
- Equal opportunity employment with a focus on merit and business needs.
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