Trust Asset Assistant Manager

Overview

Support Trust Asset Manager in admin, compliance, inspections, vendor and tenant services.

Key Responsibilities

• inspections
• coi management
• document management
• invoice processing
• compliance reports
• asset data

Tasks

-Run inspections - monthly. -Ensure certificates of insurance (COIs) are current and accurately processed from Tenants and Vendors. -Ensure proper document management measures are followed as dictated by the Operations Procedures Manual (OPM). -Assist with OFAC reporting requirements and SCRA searches -Assist the Asset Manager in meeting monthly and annual compliance and regulatory deadlines -Gathering necessary information to assist with property tax appeals -Help retrieve pertinent data to assist with annual Asset Reviews -Assist with bid process of contracted services; oversee repairs at properties -Partner with Asset Manager, insurance and property tax specialists and transition team to quickly and smoothly onboard new accounts. -General correspondence (sending reconciliation letters, notices, etc.) -Process invoice payments to vendors and setup new accounts and utility services timely. -Assist with preparing, entering, and closing REAF’s -Assist Real Estate Asset Manager in preparing contracts and forms including listing agreements, sales contracts, and closing documents. -Uploading photos for inspections -Perform property inspections as requested. -Partner with the Asset Manager, insurance and property tax specialists and transition team to quickly and smoothly onboard new accounts. -Run and review compliance reports. -Research property performance (income and expense). -Assist with inputting Asset Reviews and Inspections

Requirements

• organizational
• office admin
• report handling
• communication
• support

What You Bring

-Support the Trust Asset Manager in their daily, weekly, monthly, and annual tasks. Must display strong organizational skills to keep the office running smoothly, from the handling of mail, phone, correspondence and the timely running and distribution of reports.

People Also Searched For

About Cushman & Wakefield

-With operations across ~400 offices in 60+ countries, it bridges global scale with deep local market insight. -Typical projects range from agency leasing and capital-markets advisory to project development and integrated facilities management. -The firm specializes across sectors including data centers, industrial/logistics, life sciences, retail, government, and healthcare. -A standout fact: it advises marquee assets like ports, rail hubs, and sports venues.

Sector Specialisms