Real Estate Asset Manager

Capital First Trust CompanyMilwaukee, WI, USA

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Real Estate and Special Asset Manager

The Real Estate and Special Asset Manager is responsible for overseeing the acceptance, acquisition, management, and liquidation of trust-owned real estate and special assets throughout the United States. Special assets include life insurance, real estate, loan, notes, oil, gas, and mineral rights, and privately held companies. This role ensures all activities are conducted in compliance with fiduciary responsibilities, applicable laws, and Capital First Trust Company's policies and procedures. The manager collaborates closely with trust servicing team members and external legal and financial partners to effectively manage and administer trust assets. Serves as point of contact with clients and beneficiaries on trust owned real estate activity. This position reports directly to the Chief Fiduciary Officer.

Role Responsibilities

Trust Administration

Evaluate and oversee the acquisition and disposition of trust-owned real estate and special assets.
Manage the acquisition and maintenance of insurance coverage for trust properties.
Collaborate with trust officers, legal counsel, financial advisors, and external vendors.
Act as the subject matter expert on trust-owned real estate for internal teams and clients.
Ensure compliance with fiduciary standards, legal regulations, and company policies.
Coordinate property inspections, valuations, environmental assessments, and title reviews.
Handle insurance claims, property maintenance, and modifications.
Maintain accurate records of all real estate and special asset transactions.
Allocate receipts and expenditures in accordance with trust accounting principles.
Participate in asset committees, audits and compliance reviews.
Provide regular reporting to the Chief Fiduciary Officer.

Competencies

Communication Skills

Excellent verbal, written and interpersonal communication skills.

Ability to communicate effectively with colleagues and clients; interact with beneficiaries, courts and other third-party professionals.

Be aware of and follow company policies for electronic communications and internet use.

Computer / Technical Skills

Strong analytical skills with high attention to detail and accuracy.

Proficiency using Microsoft Office Suite of applications.

Skilled with trust accounting software.

Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

Demonstrate professionalism and leadership skills through consistent positive attitude and superior quality of work.

Coordinate all aspects of real estate and asset management with third parties.

Maintain accurate records of real estate and special holdings and activities.

Regularly update client interactions in CRM database.

Judgment

Strong sense of confidentiality.

Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.

Swiftly refer problems / issues to the appropriate person(s) when necessary.

Demonstrate visible commitment to the Company's core values and guiding principles and achieving results.

Able to identify common attempts at information security scams, like email phishing.

Role Qualifications

Minimum five (5) years of technical expertise in real estate and special assets.

Some travel may be required for business development opportunities and managing trust assets.

Spanish speaking is a plus.

Undergraduate degree or equivalent experience.

Understanding of financial concepts.

Knowledge of trust and estate administration is a plus.

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Real Estate Manager • Milwaukee, WI, USA