Administrative Specialist (Transfers And Estates Administrator)
CurrentVillage Management Services, Inc. provides professional management services to the community of Laguna Woods Village, the largest Southern California independent-living community for people 55 and older. - Adept at providing professional customer and administrative support in a client facing role in a challenging environment. Client interaction involves in-person meetings, email and by phone.- Excel at precise data entry into proprietary database maintenance/management software on a Windows based OS. Review and maintain ownership records of client base of 12,000+, with strong emphasis on accuracy. Proficiency with Microsoft Office Suite (Word, Excel, and Outlook).- Counsel and review with owners, attorneys, escrow companies, realtors, title companies as well as trustees, and beneficiaries the various methods for transfer of title and changes of ownership. Review of legal documents including trusts, wills, powers of attorney, deeds and other ownership documents. Review applicants’ financial qualifications and creditworthiness to determine suitability for ownership. - Inform each housing mutuals' board of directors by preparing written reports. - Maintain customer confidence towards retention of personal data, including securing, filing and storing discrete documents.- Work with management to increase efficiency of processes, identify and avoid potential legal obstacles and liabilities, and improve overall self and staff productivity.- Ability to work in a team using strong organizational and communication skills, including training others on own job functions. - Handle payment of administrative fees (cash and checks).