Estate Asset Specialist

Ideal for an organized administrative professional and true crime enthusiast with some experience in the legal or financial industry.

START DATE : Dec ember 1 , 2025

COMPENSATION : $ 2 9 . 50 PER HOUR

NON-EXEMPT

SCHEDULE :

Full-time - 40 HOURS PER WEEK

Monday - Thursday 7 : 3 0 AM - 4 : 30 PM

Friday 7 : 3 0 AM - 2 : 00 PM

LOCATION :

10 0 % IN OFFICE - LAS VEGAS / SUMMERLIN ADJACENT

At Nevada Guardian Services , we've been helping protect and support Nevadans since 2007 with heart and respect . Our team of certified professionals guides families through guardianship, trust s , and probate planning with compassion and clarity.

We're all about do ing the right thing, the right way - following the highest ethical standards while putting people first. We believe in active contribution and collaboration, working together to find the best solutions for those we serve. If you're passionate about making a difference and love a challenge, we encourage you to apply.

Nevada Guardian Services Core Values

People-Centered : Advocating for our clients without judgement, seeing them in the present.

Collaboration : We invite others to contribute and share in the process, for the successful outcome for the client .

Detail Oriented : We produce detailed documentation and follow through, so our clients receive the legally obligated care and attention they need.

Key Responsibilities with Success Metrics

Asset Discovery

Partner with our internal Bookkeeper and Real Estate Lead to review client's personal files and financial documents, interview the client, family members, and / or friends to identify the assets in our client's portfolio , managing between 15 - 25 clients each month .

Success Metrics :

• Prepare and present a report during weekly meetings with an update for each client.
• Maintain a minimum client billable rate of 80% week over week

Marshall Financial Assets

Contact financial institutions such as banks, credit unions, investment firms, and insurance companies associated with our client to confirm activity and transfer the account to the appropriate authority . Email, call, leave voice messages, and chat with each financial institution for each client until access is established , leaving a paper trail for each interaction and documenting all efforts in the Asana task.

Property Transfer

Prepare vehicles and personal property of clients, for sale, transfer, or distribution. Coordinate with real estate and bookkeeping seat, estate sale companies, and DMV for vehicle titling and registration.

Success Metrics :

Ideal Candidate Characteristics

Benefits & Perks

COMPENSATIO N : $2 9 . 50 PER HOUR

S TATUTORY REQUIREMENTS BASED ON STATE GUARDIAN DESIGNATION

APPLICATION PROCESS