Sr Trust Client Assistant - Real Estate Operations

Trust Real Estate Client Assistant, Senior

The Trust Client Assistant Sr. is responsible for providing primary support Trust Real Estate Managers along with various routine and non-routine administrative support functions within the Trust Real Estate Personal Trust unit to provide exceptional customer service.

Position Competencies

Successful incumbents possess real estate management experience, have the ability to multi-task in a fast paced environment with exceptional organizational skills; possess effective verbal and written communication, and problem solving skills.

Position Responsibilities:

• Manage and review all new accounts to ensure that we have received all the pertinent information for the account and its' related property.

• Responsible for creating Setup, Transfer and removal memos for each property.

• Responsible for coding of invoices and rental/owners draw payments then sending to Michigan for processing.

• Responsible for requesting tri-annual and date of death appraisals.

• Responsible for requesting Tax Cost and Market Values for the various properties. Also, verifying they are correctly input not PDS and Comtrac.

• Responsible for assisting Property Manager with construction and maintenance bid requests and payments.

• Assisting Property Manager with escrow document preparation, insurance claims and client relations.

• Assisting Property Manager with the purchase of properties on behalf of trusts by ordering appraisals, inspections and preparing escrow documents.

• Proactive and reactive contact with assigned client base for routine requests as well as crisis resolution and problem solving.

• Assembles and reviews all required materials for, and may attend formal Annual trust property reviews with senior management.

• Follow up to ensure processes are completed in a timely manner - i.e. account setup materials, insurance, mortgage statements, etc.

Position Qualifications

• High School diploma or GED
• 1 year of experience as a personal trust assistant or working in a related environment
• 2 years of experience working with an automated system
• 2 years of experience working on projects
• 2 years of experience with both written and verbal communication to all levels of staff

Comerica Great Lakes Campus8:00am

• 5:00pm Monday

• Friday