Estate Manager Resume Sample

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Craig Russel
58886 Batz Streets,  San Francisco, CA
+1 (555) 949 7975

Work Experience

Estate Manager, Consumer Insolvency
06/2017 - PRESENT
Phoenix, AZ
  • Conduct preliminary reviews of Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family Limited Partnership Agreements and other documents for estates with wide-ranging values
  • Assist in the preparation Statement of Affairs documents, 170 Reports, Certificate of Discharge, Trustee’s Supplementary Report to Court, Pre and Post Bankruptcy Tax Returns and Final Statement of Receipts and Disbursements
  • Develop a thorough understanding of MNP’s services, businesses and industry
  • Prepare Statement of Affairs documents, 170 Reports, Certificate of Discharge, Trustee’s Supplementary Report to Court, Pre and Post Bankruptcy Tax Returns and Final Statement of Receipts and Disbursements
  • International Hotel Chain experience
  • Internationa Hotel Chain experience
  • Lead Reno Trust & Estate office, including direct supervision of Trust Officers and Associates
  • Supervise post-mortem administration of estates and management of special assets
  • Serve as liaison between internal teams and clients, their consultants, legal representatives, accountants and any other parties involved in underlying transactions
Assistant Estate Manager, Consumer Insolvency
07/2014 - 02/2017
Los Angeles, CA
  • Strong industry knowledge with ability to effectively manage fiduciary risks and ensure adherence to trust policy
  • Build effective partnerships internally and externally
  • Skilled at leveraging resources across the organization, driving collaboration and cooperation
  • Administration and management of tax and banking requirements related to insolvency files
  • Preparation of income tax returns as required under the Bankruptcy Act and the Income Tax Act
  • Preparation of GST returns as required under the Bankruptcy Act and Excise Tax Act; knowledge of GST is required
  • Review of Notices of Assessment to ensure accuracy with return
Unix Estate Manager
04/2008 - 02/2014
Boston, MA
  • Follow up as required with Canada Revenue Agency regarding returns, and Notices of Assessment
  • Follow up with Debtors regarding questions relating to income tax and GST filings
  • Daily deposits to trust accounts relating to insolvency files
  • Bill payment, and payment of court and government-legislated fees
  • Dealing with banking institutions, set up of new trust accounts, and closing of completed accounts
  • Processing of pre-authorized payments by Debtors
  • Billings and preparation of Statement of Receipts and Disbursements
  • Ensure file is properly closed upon completion of the insolvency


Lincoln Memorial University
2003 - 2007
Engineer's Degree in Management

Professional Skills

  • Strong computer literacy including effective working skills in Microsoft Word, Excel, and Outlook
  • Strong computer literacy including effective working skills of Microsoft Word, Prezi, Excel and PowerPoint
  • Strong computer literacy including effective working skills of Microsoft Word and Excel (PowerPoint is an asset)
  • Equivalent work experience in the accounting or financial industries, or prior insolvency experience
  • Prior experience working in, or volunteering with, a social agency is an asset
  • Previous experience working in professional services, namely in the area of consumer insolvency or credit and debt counselling
  • Three (3) to four (4) years of experience working in professional services, particularly corporate insolvency and complex restructuring engagements

How to write Estate Manager Resume

Estate Manager role is responsible for credit, travel, health, tax, administration, accounting, contracts, legal, supervision, teamwork.
To write great resume for estate manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Estate Manager Resume

The section contact information is important in your estate manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Estate Manager Resume

The section work experience is an essential part of your estate manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous estate manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular estate manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Estate Manager resume experience can include:

  • Working knowledge of the BIA
  • Working knowledge of the Bankruptcy and Insolvency Act
  • Perform credit counselling as required by the Directive on counselling
  • Completion of Insolvency administration courses and/or working towards becoming a counsellor under the Bankruptcy and Insolvency Act (BIA)
  • Deal with Debtors regarding their tax returns
  • Registered BIA Insolvency Counsellor would be an asset and then conduct the mandatory counselling sessions

Education on an Estate Manager Resume

Make sure to make education a priority on your estate manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your estate manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Estate Manager Resume

When listing skills on your estate manager resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical estate manager skills:

  • Strong computer literacy including effective working skills of Microsoft Word, Excel, PowerPoint as well as Ascend
  • Flexibility – effectively manages multiple assignments, adapts to changing priorities and is able to work independently or as part of a team
  • Communication – effectively expresses ideas and conveys information in business writing, conversations and interactions with others
  • Two (2) to three (3) years of experience working in insolvency services
  • Previous experience working in professional services, particularly in the area of consumer or corporate insolvency
  • Two (2) to four (4) years of experience working in professional services, specifically consumer insolvency

List of Typical Skills For an Estate Manager Resume


Skills For Estate Manager, Consumer Insolvency Resume

  • Experience working with tax software, such as Profile or Tax Cycle
  • Three (3) to four (4) years of experience working in insolvency
  • One (1) to two (2) years of relevant work experience, ideally in a professional services environment
  • Previous experience with Ascend insolvency software is also considered an asset
  • Previous experience with Ascend insolvency software is considered an asset
  • Experience in insolvency field is an asset, but not necessarily required

Skills For Assistant Estate Manager, Consumer Insolvency Resume

  • Intermediate proficiency with Excel and experience with Insolvency management software (Ascend) is an asset
  • Customer service or client service experience is desirable
  • Diversity – understands the importance of different backgrounds, perspectives and experiences and is respectful of individual differences
  • Working knowledge of Ascend insolvency software is an asset
  • Prepare technical components of file relating to consumer insolvency and the Bankruptcy and Insolvency Act, including court documents, s170 reports
  • Techniques for ensuring that full account is taken of customers’ real and stated needs in the delivery of products and services
  • Confirm information as requested, balancing confidentiality requirements with administrative requirements
  • Willingness to pursue the Chartered Insolvency and Restructuring Professional (CIRP) designation and Trustee in Bankruptcy license in the future
  • Basic accounting and financial analysis would be considered an asset

Skills For Infrastructure Estate Manager Resume

  • Completion or willingness to complete the Insolvency Administrator Course and Insolvency Counselling course
  • Willingness to pursue the Chartered Insolvency and Restructuring Professional (CIRP) designation and License Insolvency Trustee license
  • Willingness to pursue the Chartered Insolvency and Restructuring Professional (CIRP) designation and Licensed Insolvency Trustee License
  • Previous exposure to financial statements, tax returns, and bookkeeping is an asset
  • Standards associated with the infrastructure technician’s current Role
  • Manage stakeholder expectation in MIM and BAU conversation
  • Provide regular update on critical issues
  • Obtain and review all relevant background information such as clients assets, liabilities and transactions
  • Recognize limits to scope of expertise and seek guidance from the Trustee where applicable

Skills For Unix Estate Manager Resume

  • Manage on-going administration of personal insolvency engagements including preparation, review and filing of time sensitive documentation and reports, processing required financial documents and transactions, as well as counselling the client
  • Knowledge of the BIA and relevant acts and the ability to apply accordingly
  • Completion of the Chartered Professional Accountant (CPA) designation is considered an asset
  • Understanding of the Bankruptcy and Insolvency Act (BIA), equivalent work experience in the legal or financial industries, or post-secondary education in a related field is an asset
  • Knowledge of the Income Tax Act is required
  • Learn the Bankruptcy and Insolvency Act (BIA)
  • Completion of the ICQC Insolvency Counsellors course is an asset

Skills For Trust & Estate Manager Resume

  • Meet requirements to be Registered as a BIA Insolvency Counsellor is required
  • Integrity – professional whose honesty, integrity, confidentiality and high ethical standards contributes to effective leadership and optimal business relationships
  • Energy – displays enthusiasm, optimism, drive and passion while maintaining a high level of productivity and a balanced lifestyle
  • Client Service Excellence – understands the importance of quality client service by being courteous, responding to client requests in a timely manner and monitoring satisfaction
  • Teamwork & Relationship Development – works collaboratively with team members in order to achieve a common goal and develops, maintains and strengthens relationships with others, both inside and outside the Firm
  • Accountability – takes responsibility for one’s own performance by setting clear goals and tracking progress against those goals; is highly organized and uses personal judgement and decision making

Skills For Assistant Estate Manager Resume

  • Develop relationships with insolvency professionals including social service agencies, lawyers and client executives
  • Provide insolvency counselling
  • The implementation and management of infrastructure platforms or components that host specific business applications or services
  • Conduct follow-up calls and correspondence with clients
  • Meet/consult with insolvent individuals to assess their financial situation and explain the options available, and attend signing appointments for new bankruptcies and consumer proposals
  • Administer formal insolvency appointments including bankruptcies and consumer proposals, including but not limited to preparation of statutory documents as required, liaising with the Office of the Superintendent of Bankruptcy, creditors, the Court and other stakeholders

Skills For Personal Assistant / Estate Manager Resume

  • Attend bankrupt’s discharge and other court hearings as required
  • Perform consultations with consumer debtors and provide advice and guidance
  • Analyze data to help identify issues, define symptoms, and recommend solutions
  • Think strategically about client needs by understanding the risks; confer with Partners on large and high-risk files regarding course of action and whether to accept engagements
  • Monitor timelines against targets, adjust where necessary; advise clients of status and seek clarification on discrepancies where applicable
  • Diploma or SPMA

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