Assistant Estate Administrator
Company: Coventry, Vernon, & Roberts, LLC
Location: Mesa
Posted on: March 27, 2026
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Job Description:
Job Description Job Description ASSISTANT ESTATE ADMINISTRATOR
Coventry, Vernon, & Roberts, LLC, Professional Fiduciary
Associates, is recruiting to fill the position of Assistant Estate
Administrator at its east valley office in Mesa (Baseline & Alma
School). We seek a detail-oriented, self-starter with a reputation
for integrity and professionalism. The Assistant Estate
Administrator’s duties include a wide scope of fiduciary
responsibilities, performed under the supervision of a licensed
fiduciary, that include, but are not limited to: 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, assisting with inventories 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.
REQUIREMENTS: The ideal candidate is very detail oriented, has
experience in accounting using Quicken or QuickBooks. Financial
planning knowledge. A strong knowledge and experience in the
application for a variety of benefits available to senior citizens
and/or persons with disabilities. Qualified candidates must possess
a clean driving record, pass a criminal background check, and
provide a satisfactory credit report. Note: These are the
requirements for an ideal candidate for this position. Candidates
who have an equivalent combination of education, work experience
and excellent references may be considered. COMPENSATION: This is a
full-time position. Compensation remunerates with experience,
education, and demonstrable skills. Starting range: $26 to $28 per
hour, depending on experience. Competitive benefits! Interested
candidates should apply with a resume!
Keywords: Coventry, Vernon, & Roberts, LLC, Casa Adobes , Assistant Estate Administrator, Administration, Clerical , Mesa, Arizona
