Summary
Overview
Work History
Education
Skills
Accomplishments
References
Core Competencies
Affiliations
Timeline
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DANIEL COIRO

DANIEL COIRO

Mesa

Summary

Dynamic estate administrator with proven expertise in probate law compliance and fiduciary standards at Aspen Grove Fiduciary Services. Recognized for streamlining documentation processes, enhancing accuracy, and fostering strong beneficiary relationships. Skilled in inventory management and team training, consistently driving performance improvements and operational efficiency.

Overview

9
9
years of professional experience

Work History

Estate Administrator

Aspen Grove Fiduciary Services
Mesa
06.2025 - Current
  • Administer estates and trusts ensuring full compliance with probate law, fiduciary standards, and regulatory requirements
  • Coordinate with attorneys, accountants, and financial institutions to resolve complex matters and facilitate timely settlements
  • Manage collection, valuation, and distribution of diverse assets including real property, investments, and personal property
  • Maintain detailed documentation and case records in compliance with internal controls and regulatory standards
  • Serve as primary liaison for beneficiaries, providing clear communication and compassionate support throughout administration
  • Streamlined document workflows improving filing accuracy and reducing administrative errors by implementing systematic processes

Specialized Customer Support Representative

W.W. Grainger, Inc.
Tempe
11.2021 - 06.2025
  • Delivered expert support to industrial/commercial clients, serving as primary contact for product inquiries and technical assistance
  • Developed comprehensive product expertise across extensive catalog including safety, industrial, and maintenance solutions
  • Applied technical knowledge to advise customers on specifications, compliance requirements, and optimal product selection
  • Processed complex orders, returns, and warranty claims while coordinating with sales, logistics, and technical teams
  • Utilized CRM/ERP systems to manage customer records, track orders, and resolve escalated issues
  • Achievements: Consistently exceeded performance metrics for response time, accuracy, and customer satisfaction
  • Received 'Grainger's Best Award' three times for Tempe location
  • Recognized by management for resolving complex issues and maintaining high-value customer relationships
  • Trained and mentored new team members on service protocols and product knowledge

Lead Office Coordinator

360 Physical Therapy
Mesa
02.2019 - 05.2020
  • Led administrative operations while training employees on procedures, policies, and performance standards
  • Managed client relationships through professional communication via phone, email, and in-person interactions
  • Maintained accurate financial records through expense tracking, account reconciliation, and compliance reporting
  • Facilitated communication between team members, customers, and vendors through efficient correspondence routing
  • Key Results: Oversaw client volume growth from 15 to 50+ patients per day
  • Consolidated monthly office expenses by several hundred dollars through process optimization

Pipefitter Apprentice

Bel-Aire Mechanical Inc.
Phoenix
01.2017 - 04.2018
  • Executed precise fabrication and installation projects using welding equipment and specialized hand tools
  • Maintained strict adherence to safety protocols including fall protection and personal protective equipment
  • Developed problem-solving skills by creating and executing resolution plans for unforeseen operational challenges

Education

Associate of Science - Business Administration and Management

Maricopa Community Colleges, Chandler-Gilbert Community College
Chandler, AZ
01-2022

Skills

  • Estate administration and probate law compliance
  • Fiduciary standards
  • Documentation management and systems
  • Audit preparation
  • Inventory management
  • Quality assurance and process improvement
  • Workflow optimization
  • Warehouse operations
  • Product consultation and technical support
  • Customer education and relationship building
  • Account management and CRM/ERP systems
  • Salesforce and SAP proficiency
  • Financial reporting and data analysis
  • Team training and mentoring
  • Performance improvement strategies
  • Cross-functional collaboration

Accomplishments

  • Compliance Excellence: Successfully managed complex regulatory requirements in fiduciary services with zero compliance violations
  • Customer Satisfaction: Consistently rated top performer for quality assurance and customer service metrics
  • Process Improvement: Implemented workflow optimizations resulting in measurable cost savings and efficiency gains
  • Leadership Recognition: Multiple awards for outstanding performance and team contribution
  • Training & Development: Proven mentor with track record of successfully onboarding and developing team members

References

Available upon request

Core Competencies

Estate administration, probate law compliance, fiduciary standards, documentation management, audit preparation, Inventory management, quality assurance, workflow optimization, process improvement, warehouse operations, Product consultation, technical support, customer education, relationship building, account management, CRM/ERP systems (Salesforce, SAP), financial reporting, data analysis, documentation systems, Team training and mentoring, performance improvement, cross-functional collaboration

Affiliations

  • Urban Gardening
  • Raising Chickens
  • Outdoor activities
  • Reading

Timeline

Estate Administrator

Aspen Grove Fiduciary Services
06.2025 - Current

Specialized Customer Support Representative

W.W. Grainger, Inc.
11.2021 - 06.2025

Lead Office Coordinator

360 Physical Therapy
02.2019 - 05.2020

Pipefitter Apprentice

Bel-Aire Mechanical Inc.
01.2017 - 04.2018

Associate of Science - Business Administration and Management

Maricopa Community Colleges, Chandler-Gilbert Community College

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