CrawlJobs Logo

Real Estate Trust Assistant

Raymond James

Location Icon

Location:
United States , Saint Petersburg, Florida

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Under general supervision, uses knowledge and skills obtained through education, experience, or training to facilitate the transfer and maintenance of new and existing real estate assets within trust accounts. Provides advanced administrative support to Real Estate Department. Communicates information to internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to resolve complex issues. Works independently, or within a team, on assignments that are broad in nature and scope.

Job Responsibility:

  • 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

Requirements:

  • 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
  • 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
  • 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
  • General Experience - 7 to 12 months

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Real Estate Trust Assistant

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...
Location
Location
United States , Newark
Salary
Salary:
50000.00 - 110000.00 USD / Year
mccarter.com Logo
McCarter & English
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or certificate in paralegal studies program required
  • Previous estate planning and administration experience preferred
  • New Jersey Notary Public preferred (New York Notary Public a plus)
  • Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
  • Good communication and teamwork skills
  • Coordinate with vendors as needed, manage software updates with the firm’s IT department
  • Coordinate logistics and assist attorneys during client meetings and document executions
  • Maintain attorney calendars
  • Perform legal, factual and internet research
  • Perform records research
Job Responsibility
Job Responsibility
  • Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
  • Assist in updates to beneficiary designations to coordinate with new estate planning documents
  • Organize paper and electronic estate planning files
  • Work closely with attorneys and assistants in docketing and final presentation of documents to clients
  • Maintain list of gift tax returns required on an ongoing basis
  • Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
  • Monitor deadlines in connection with numerous estates
  • Work with clients to assemble information needed for probate or administration
  • Maintain organized paper and electronic files on a current basis
  • Prepare documents needed to commence the probate / administration process
What we offer
What we offer
  • Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
  • Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
  • Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
  • Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
  • Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
  • Free and confidential employee assistance program (EAP) and behavioral health services program
  • Firm-paid back-up child/elder care, academic support and pet care program
  • Tax-advantaged college savings 529 Plan
  • Employee discounts through Working Advantage
  • Eligibility for discretionary bonus
  • Fulltime
Read More
Arrow Right

Abstracting Assistant V

These positions perform duties in support of or involved with the examining, det...
Location
Location
United States , Downtown, Oahu
Salary
Salary:
3900.00 - 4933.00 USD / Month
portal.ehawaii.gov Logo
State of Hawaii
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Legal Authorization to Work: The State of Hawaii requires all persons seeking employment with the government of the State shall be citizens, nationals, or permanent resident aliens of the United States, or eligible under federal law for unrestricted employment in the United States.
  • General Experience: Two (2) years of progressively responsible work experience involving one or a combination of the following: a) preparing
  • b) reviewing
  • or c) extracting information from legal documents and/or records dealing with real property ownership or transactions.
  • Specialized Experience: One year of progressively responsible work experience involved in the examining and analyzing of real property ownership records and documents to determine and evidence title to real property.
  • Substitutions Allowed: Relevant substitutions as described in the Minimum Qualification Requirements will apply.
Job Responsibility
Job Responsibility
  • Perform duties in support of or involved with the examining, determining and evidencing of title to real property or interests therein.
  • The examination of a title involves making an investigation in the offices where the public records are kept, to ascertain the history and present condition of the title to land, and its status with reference to liens, encumbrances, "clouds," etc.
  • This includes the technical process of searching the records
  • examining all conveyances of whatever kind or nature, which in any manner affect said land, or any estate or interest therein
  • summarizing (abstracting) the operative portions of these conveyances to record the history of the title
  • determining ownership and all existing liens and encumbrances, and noting all defects.
  • The evidence of title is any document establishing the title to property.
  • This includes the review of the history and determination of the title, or review of land court documents for registration, prior to the preparation and issuance of one of the following types of evidence: abstracts of title (issued by a licensed abstract maker)
  • Certificates of Title (issued by Assistant Registrars of Land Court)
  • Certificates or chains of Title (issued by a licensed abstract maker).
What we offer
What we offer
  • PUBLIC SERVICE LOAN FORGIVENESS (PSLF) PROGRAM: The PSLF Program is a federal program that is intended to encourage individuals to work in public service by forgiving the balance of their federal student loans.
  • The State of Hawai'i complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
Read More
Arrow Right

Trusts and Estates Associate Attorney

Beacon Hill Legal is partnering with a well-established, full-service law firm i...
Location
Location
United States , Bloomington
Salary
Salary:
80000.00 - 110000.00 USD / Year
bhsg.com Logo
Beacon Hill
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • JD from an accredited law school and admission to practice in Illinois
  • At least 2 years of transactional experience (3-5 preferred)
  • estate planning experience required
  • Additional experience in real estate or business transactions a plus
  • Strong academic background, attention to detail, and client-service orientation
Job Responsibility
Job Responsibility
  • Handle estate planning, including drafting wills, trusts, and related documents
  • Advise businesses and individuals on a range of transactional matters
  • Draft, review, and negotiate contracts and related documents
  • Assist in real estate or business-related transactions as needed
  • Work directly with clients and firm leadership on complex, high-impact legal issues
  • Build and maintain client relationships within Bloomington and the Central Illinois community
What we offer
What we offer
  • Collegial, mentorship-driven environment
  • Supports long-term career growth
  • Collaborative, growth-oriented culture committed to long-term attorney success
  • Fulltime
Read More
Arrow Right

Trust and Estates Associate Attorney

We are looking for a skilled and motivated Associate Attorney to join our client...
Location
Location
United States , Willow Grove, Fort Washington
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Active bar license in good standing to practice law in Pennsylvania
  • A minimum of 2-5+ years of experience requiring attention to detail in Trusts, Estates, and Corporate Law
  • Strong skills in client management and effective, detail-oriented communication
  • Ability to perform complex legal research and draft detailed legal documents
  • Familiarity with corporate and estate taxation processes
  • Reliable ability to commute to Fort Washington, Pennsylvania, as needed for firm responsibilities
  • Juris Doctor degree from an accredited law school
  • Demonstrated ability to handle sensitive and confidential information with discretion
Job Responsibility
Job Responsibility
  • Draft comprehensive estate planning documents, including wills, trusts, health care directives, and powers of attorney
  • Manage estate and trust administration processes, such as preparing settlement agreements, overseeing accountings, and modifying trust agreements
  • Assist with the formation and governance of business entities, including LLCs, corporations, and partnerships, along with necessary filings under the Corporate Transparency Act
  • Prepare and negotiate legal documents for business transactions, including purchase agreements, employment contracts, and real estate leases
  • Conduct detailed legal research in areas such as taxation, corporate law, and estate planning
  • Review and prepare fiduciary and personal income tax returns with accuracy and attention to detail
  • Collaborate effectively with other departments or practice areas to support comprehensive client solutions
  • Maintain strong client relationships by addressing their needs and providing clear communication throughout legal processes
  • Ensure compliance with legal standards and deadlines in all aspects of work
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Trusts and Estates Associate Attorney

Beacon Hill Legal is partnering with a well-established, full-service law firm i...
Location
Location
United States , Bloomington
Salary
Salary:
80000.00 - 110000.00 USD / Year
bhsg.com Logo
Beacon Hill
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • JD from an accredited law school and admission to practice in Illinois
  • At least 2 years of transactional experience (3-5 preferred)
  • estate planning experience required
  • Additional experience in real estate or business transactions a plus
  • Strong academic background, attention to detail, and client-service orientation
Job Responsibility
Job Responsibility
  • Handle estate planning, including drafting wills, trusts, and related documents
  • Advise businesses and individuals on a range of transactional matters
  • Draft, review, and negotiate contracts and related documents
  • Assist in real estate or business-related transactions as needed
  • Work directly with clients and firm leadership on complex, high-impact legal issues
  • Build and maintain client relationships within Bloomington and the Central Illinois community
What we offer
What we offer
  • Collegial, mentorship-driven environment
  • Collaborative, growth-oriented culture committed to long-term attorney success
  • Fulltime
Read More
Arrow Right

Director of Occupancy Planning and Management

Lead strategic occupancy excellence as a Director of Occupancy Planning & Manage...
Location
Location
United States , San Antonio
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Real Estate, Finance, Architecture, Design, Construction Management, or related field required
  • 7-15 years of experience in corporate environment including space/occupancy planning and data management at strategic level
  • Exceptional communication skills
  • Excellent active listening abilities
  • Presentation skills to promote ideas persuasively
  • Capability to establish strong relationships across all organizational levels
  • Strong bias towards transformation and execution
  • Structured approach to problem solving
  • Natural inclination for planning strategy and tactics
  • Commercially/financially astute mindset
Job Responsibility
Job Responsibility
  • Lead strategic occupancy excellence
  • Ensure delivery of JLL best practices through Occupancy Planning & Management products, solutions, and tools to real estate clients
  • Serve as the leader for delivery of occupancy planning tasks
  • Bring best practices, industry insight, and thought leadership to accounts
  • Act as a trusted advisor to clients and account teams
  • Foster critical relationships between various individuals and organizations
  • Ensure coordination and collaboration among JLL businesses
  • Manage teams, drive results through emotional intelligence and strategic thinking
  • Serve as Subject Matter Expert for key systems, processes, and client deliverables
  • Partner with clients building sustainable structures for occupancy planning based on industry best practices
What we offer
What we offer
  • 401(k) plan with matching company contributions
  • Comprehensive Medical, Dental & Vision Care
  • Paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Early access to earned wages through Daily Pay
  • Fulltime
Read More
Arrow Right

Transactional Paralegal/Legal Assistant

We are looking for an experienced Transactional Paralegal/Legal Assistant to joi...
Location
Location
United States , New Richmond
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2 years of experience as a paralegal or legal assistant in transactional law
  • Strong knowledge of entity formation processes and requirements
  • Familiarity with real estate transactions, including drafting and reviewing related documentation
  • Proficiency in legal research and the use of legal databases
  • Excellent organizational skills with keen attention to detail
  • Effective communication abilities, both written and verbal
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
Job Responsibility
Job Responsibility
  • Assist with the preparation and filing of entity formation documents, ensuring compliance with local and state regulations
  • Coordinate and manage real estate transaction documentation, including purchase agreements and title searches
  • Draft and review estate planning documents such as wills, trusts, and powers of attorney
  • Conduct legal research to support attorneys in transactional matters
  • Maintain organized and accurate records for legal cases and client files
  • Communicate effectively with clients to gather necessary information and provide updates on case progress
  • Collaborate with attorneys to ensure timely completion of projects and adherence to deadlines
  • Handle administrative tasks such as scheduling meetings, managing correspondence, and preparing reports
  • Monitor changes in laws and regulations relevant to transactional legal matters
  • Contribute to improving processes and workflows within the legal department
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Paralegal

We are looking for an experienced Spanish-speaking Paralegal to join our team in...
Location
Location
United States , Salinas
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 1 year of experience as a Paralegal, with a focus on estate planning and probate
  • Proficiency in civil litigation and real estate litigation processes
  • Strong understanding of estate law and administration
  • Fluency in Spanish, both written and spoken
  • Excellent organizational and time management skills
  • Ability to handle sensitive information with confidentiality
  • Strong communication skills for client interaction and team collaboration
  • Familiarity with legal research tools and case management software
Job Responsibility
Job Responsibility
  • Assist attorneys in preparing and managing estate planning and probate cases
  • Conduct research and compile legal documents related to trust and estate administration
  • Provide support for civil litigation cases, including drafting pleadings and motions
  • Collaborate with the legal team on real estate litigation matters
  • Maintain accurate records and organize case files effectively
  • Communicate with clients to gather information and provide updates on case progress
  • Ensure compliance with relevant legal procedures and deadlines
  • Translate and interpret legal documents for Spanish-speaking clients
  • Perform administrative duties to support the smooth operation of the legal office
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right