Assistant Estate Administrator
Assistant Estate Administrator
Camelback Fiduciary, LLC – Scottsdale, AZ (On-site)
About Us
Camelback Fiduciary, LLC is a licensed private fiduciary firm providing professional and compassionate estate, guardianship, and conservatorship services throughout Arizona. We assist families and individuals by managing financial and legal responsibilities with integrity and care. Our team works closely with the courts, attorneys, and financial institutions to ensure our clients’ best interests are protected.
Position Overview
We are seeking a motivated and detail-oriented Assistant Estate Administrator to join our growing team. This position is perfect for a recent college graduate who is eager to learn the fiduciary industry and build a long-term career in estate and trust administration.
Under the supervision of the Principal and the Financial Operations Manager, the Assistant Estate Administrator will provide support in managing conservatorships, trusts, and decedent estates. This role is a cornerstone of our estate administration process, helping ensure accuracy, compliance, and organization within each case.
What You’ll Do
Assist with the investigation, documentation, and inventory of estate assets.
Support the marshaling, securing, and evaluation of estate assets.
Coordinate services necessary to preserve and protect client property and funds.
Prepare correspondence, reports, and enter data accurately into company systems.
Assist with accounting tasks and help prepare financial records and court accountings.
Support solvency analysis and resolution of financial claims.
Help obtain benefits and insurance coverage for clients and estates.
Provide administrative support and maintain organized client and case files.
Collaborate with fiduciaries and team members on daily case management activities.
What We’re Looking For
Bachelor’s degree preferred (Finance, Business, Legal Studies, or a related field).
Strong interest in estate administration, probate, or fiduciary work.
Excellent organizational skills and attention to detail.
Strong written and verbal communication skills.
Ability to multitask, prioritize, and take initiative in a fast-paced environment.
Comfortable learning financial and legal systems/software.
Professional, empathetic demeanor when communicating with clients and families.
Why You’ll Love Working With Us
Hands-on mentorship from licensed fiduciaries and estate professionals.
Exposure to a unique field that combines law, finance, and client care.
Opportunities for career growth within a specialized and respected industry.
Collaborative, supportive, and mission-driven work environment.
Competitive compensation based on experience.
Our Commitment
Camelback Fiduciary is an equal opportunity employer. We prohibit discrimination on the basis of age, citizenship, color, disability, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws. We are committed to fostering professional growth through education, communication, and ongoing training.