Our Client, an independent chartered Trust company that provides beneficiaries with exceptional trust administration and customer service, is looking for a Real Estate and Special Asset Manager to add to their team.  This individual will be responsible for the day-to-day management of overseeing the acceptance, acquisition, management, and liquidation of trust-owned real estate and special assets throughout the United States. Special assets include life insurance, real estate, loan, notes, oil, gas, and mineral rights, and privately held companies. This role ensures all activities are conducted in compliance with fiduciary responsibilities, applicable laws, with in our Company’s policies and procedures. The manager collaborates closely with trust servicing team members and external legal and financial partners to effectively manage and administer trust assets. Serves as point of contact with clients and beneficiaries on trust owned real estate activity. This position reports directly to the Chief Fiduciary Officer.

 Are YOU able to interact professionally and effectively with colleagues and clients; interact with beneficiaries, courts and other third party professionals at all times?   Do YOU have strong interest in acquiring knowledge in the Trust administration business with a strong sense of confidentiality and ability to exercise sound judgment?

ARE YOU THE RIGHT CANDIDATE?   

Role Responsibilities:

RE Trust Administration

• Evaluate and oversee the acquisition and disposition of trust-owned real estate and special assets.
• Manage the acquisition and maintenance of insurance coverage for trust properties.
• Collaborate with trust officers, legal counsel, financial advisors, and external vendors.
• Act as the subject matter expert on trust-owned real estate for internal teams and clients.
• Ensure compliance with fiduciary standards, legal regulations, and company policies.
• Coordinate property inspections, valuations, environmental assessments, and title reviews.
• Handle insurance claims, property maintenance, and modifications.
• Maintain accurate records of all real estate and special asset transactions.
• Allocate receipts and expenditures in accordance with trust accounting principles.
• Participate in asset committees, audits and compliance reviews.
• Provide regular reporting to the Chief Fiduciary Officer.
• Coordinate all aspects of real estate and asset management with third parties.
• Maintain accurate records of real estate and special holdings and activities.
• Regularly update client interactions in CRM database.

• Minimum five (5) years of technical expertise in real estate and special assets.
• Some travel may be required for business development opportunities and managing trust assets.
• Spanish speaking is a plus.
• Knowledge of trust and estate administration is a plus.