ESTATE ADMINISTRATOR SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Jun 11, 2025 - The Estate Administrator brings experience in administrative roles, showcasing excellent customer service and strong interpersonal skills. Demonstrates meticulous attention to detail, proven ability to manage multiple tasks with accuracy, and a proactive work ethic. Capable of collaborating effectively with operations, accounting, and leasing teams, ensuring confidentiality and tact in sensitive interactions.
Essential Hard and Soft Skills for a Standout Estate Administrator Resume
- Documentation Processing
- Data Management
- Financial Analysis
- Compliance Verification
- Software Proficiency
- Estate Management
- Tax Preparation
- Gift Administration
- Contract Management
- Real Estate Knowledge
- Communication
- Problem-solving Skills
- Attention to Detail
- Legal Communication
- Customer Service
- Inquiry Management
- Administrative Support
- Internal Coordination
- Liaison Coordination
- Negotiation Skills
Summary of Estate Administrator Knowledge and Qualifications on Resume
1. BA in Real Estate Management with 5 Years of Experience
- Experience in estate administration or personal trust, with exposure to legal, tax, investment, and operational elements
- Knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, basic accounting, trust operations, and current issues within the field such as generation-skipping and environmental liability usually acquired through formal education in law or related fields and work experience is required to implement estate plans
- Analytical and organizational skills
- Negotiating skills are required to mediate conflict.
- Professional attitude, reliable, responsive, and strong work ethic
- Ability to work independently, while also being flexible and an active contributor to the estate administration team.
- Proficient knowledge of the Microsoft Office Suite (e.g., Word, Excel, PowerPoint, Outlook).
- Ability to use computer software and web-based applications.
2. BSc in Business Administration with 3 Years of Experience
- Experience in working as a Real Estate Administrator or ”Deals Secretary” in a Real Estate Office.
- Previous experience in supporting Brokerage activities as related to New Construction deals.
- Strong organization and planning skills.
- Ability to work with and meet tight deadlines.
- Excellent verbal and written communication skills.
- Working knowledge of Microsoft Office (Word, Excel, PowerPoint) and MS Teams
- Experience with CRM systems
- Strong customer focus and team player.
- A professional and approachable demeanor.
- Ability to work under minimum supervision.
- Ability to evaluate and recommend enhancements to systems to make them more efficient
3. BA in Finance with 7 Years of Experience
- Experience with all aspects of estate administration
- Strong knowledge of Federal and Massachusetts estate tax laws
- Preference for knowledge of estate tax program GEMS
- Familiarity with trust accounting software
- Strong technical skills, including Microsoft Word, Excel, PDF programs and Outlook
- Skilled in working closely with attorneys both in-house and externally
- Excellent project management skills, including well-organized, diligent at follow-up, self-directed follow-through, and able to effectively manage multiple projects simultaneously, prioritize multiple deadlines and deliverables, and meet tight deadlines
- Excellent verbal and written communication skills
- Produce accurate, consistent, detail-oriented results
- Estate administration and trust experience.
4. BA in Legal Studies with 4 Years of Experience
- Experience in an administrative role or related field and/or training.
- Excellent customer service and interpersonal skills.
- Proven ability to tactfully communicate via email with customers, vendors, and internal team members.
- Demonstrated ability to manage multiple projects and tasks daily with efficiency and accuracy.
- Ability to organize and prioritize work assignments to meet deadlines.
- Show tact, discretion, confidentiality, and good judgment in handling sensitive and confidential matters and documentation.
- Positive, proactive work ethic and approach.
- Ability to carry out specific oral and written instructions.
- Meticulous attention to detail and accuracy.
- Execute responsibilities with a sense of urgency and follow-through.
- Ability to collaborate with operations, accounting and leasing team members to complete various projects and assignments.