Estate Asset Specialist

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

START DATE: December 1, 2025

COMPENSATION:

$29.50 PER HOUR

NON-EXEMPT

SCHEDULE:

Full-time - 40 HOURS PER WEEK

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

Friday 7:30 AM - 2:00 PM

LOCATION:

100% 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, trusts, and probate planning with compassion and clarity.

We're all about doing 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:

• Assign each task with the due date based on the follow up process of the financial institution related to the task or the most recent interaction
• All incomplete tasks must include a detailed note about the most recent interaction with the financial institution such as agent name, contact information, action taken, and the next follow up step

Ideal Candidate Characteristics

• Caring deeply about others comes naturally
• Grit to keep going when things get tough and never give up
• Always do the right thing, even when no one's watching
• Your friends come to you for support
• Tendency towards curiosity
• Likes to find the missing pieces to a puzzle
• Approaches every situation like Olivia Benson
• Experience working in financial or legal industry
• 2 years in an administrative support role

Benefits & Perks

• Health Insurance (Medical, Dental, Vision)
• 401(k) with matching
• Vacation (40 hours in year 1, 80 hours starting in year 2)
• Sick (up to 40 hours each year)
• Paid holidays (Federal holidays, Nevada Day, Day after Thanksgiving)

COMPENSATION: $29.50 PER HOUR

STATUTORY REQUIREMENTS BASED ON STATE GUARDIAN DESIGNATION

• Valid drivers license
• Zero convictions of a gross misdemeanor, felony, or judicially determined to have committed abuse, neglect or exploitation of a child, spouse, parent, or other adult
• Zero instances of suspensions for misconduct or disbarred from the practice of law, the practice of accounting or any other professions which invoiced the management or sale of money, investments, securities, or real property that requires licensure in Nevada or any other state
• Has not filed for or received protection under the federal bankruptcy laws within the past (7) years

APPLICATION PROCESS

1. Apply Online
2. Take The ALL IN Assessment (Approximately 35 minutes)
3. Screening Interview via Zoom (Approximately 15 minutes)
4. Skills Test (Approximately 15 minutes)
5. In-Person Deep Dive Interview (Approximately 1.5 hours)
6. Team Test Drive Day(s) "Experience a Day in the Life with Us" (5 hours PAID at flat rate of $122)

All employees of our organization are required to pass a criminal background check including a fingerprint card per State requirements. 

Salary : $2 - $122