Saint Petersburg, FL, 33747, USA
18 hours ago
Real Estate Trust Assistant
**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. + 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.
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