Estate Settlement Specialist/Director

We connect top talent in Business Services, Tech, Marketing & Creative with companies of all sizes—offering flexible, high-touch staffing solutions. We are currently filling the following direct-hire job for our client.

Job Title: Estate Settlement Specialist

Overview:
Join a dynamic and innovative tech-driven estate settlement company as the Settlement Director, where you will play a pivotal role in guiding families through the complex estate settlement process with empathy, precision, and care. You will serve as the quarterback of end-to-end estate management, overseeing workflows, coordinating internal and external teams, and ensuring the timely and accurate settlement of estates. This role offers a unique opportunity to lead with purpose in a growing organization that values technology, innovation, and compassionate service, all within a collaborative and forward-thinking environment. Your expertise will help shape the future of estate management services, making a meaningful difference in clients’ lives.

Required Skills:

• Minimum 2–3 years of estate settlement experience within law firms, trust departments, or financial institutions
• Strong project management skills with the ability to handle multiple estates simultaneously
• Excellent organizational skills with attention to detail and accuracy
• Compassionate and professional communication, both written and verbal
• Proficiency with Google Workspace, project management tools, and quick adaptability to new systems
• Leadership mindset with the ability to guide teams and external partners
• Ability to manage complex legal and financial matters with problem-solving skills
• Tech-savvy, with a particular appreciation for AI and automation tools used in workflow optimization

Nice to Have Skills:

• Experience working with AI-powered tools and systems in estate management or related fields
• Background in legal, paralegal, or trust administration roles
• Knowledge of state and county legal requirements for estate settlements
• Bilingual abilities or multilingual communication skills

Preferred Education and Experience:

• Bachelor’s degree in Law, Business Administration, Finance, or related field
• 2+ years of direct estate settlement or probate experience in a professional setting
• Proven track record of managing multiple cases and leading team initiatives

Other Requirements:

• Ability to work in PST time zone hours
• Fast onboarding and quick start preferred to support ongoing growth
• Commitment to upholding professionalism, confidentiality, and empathy in client interactions
• Comfort working in a tech-enabled environment and using AI tools to enhance workflow

MissionStaff is an equal opportunity employer. Please note that we do not accept unsolicited resumes from third-party recruiters or agencies. Additionally, candidates must be U.S. citizens or Permanent Residents to be considered for this position.

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