Estate Settlement 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.

Estate Settlement Director

Overview:
Join a dynamic and impactful team as an Estate Settlement Director, where your expertise will play a vital role in guiding families through the complex process of estate settlement with empathy, precision, and professionalism. This role is designed for a highly organized individual who can manage multiple estates simultaneously, act as a trusted guide to clients, and lead cross-functional teams to ensure smooth, timely resolution of estate matters. If you thrive in fast-paced environments, possess strong project management skills, and are passionate about making a meaningful difference during challenging life transitions, this is an exceptional opportunity to elevate your career and help families find clarity and closure.

Required Skills:

• Minimum 2–3 years of hands-on estate settlement experience (law firm probate, trust administration, financial institution estate department, or similar role)
• Proven project management skills with the ability to manage multiple cases concurrently and meet deadlines
• Exceptional organizational skills with an eye for detail and accuracy
• Strong leadership qualities, capable of owning processes and guiding internal and external stakeholders
• Excellent communication skills, demonstrating professionalism, compassion, and clarity in all interactions
• Proficiency with Google Workspace and project management tools, with the ability to quickly adapt to new systems
• Calm, steady demeanor capable of supporting families through sensitive and emotionally charged situations

Nice to Have Skills:

• Experience coordinating with attorneys, tax professionals, and external vendors
• Knowledge of ClickUp, Box.com, or similar project management and documentation platforms
• Familiarity with estate tax filings and collaborating with partners such as H&R Block
• Experience working in a technology-enabled environment with an understanding of feedback loops to product teams

Preferred Education and Experience:

• Bachelor''s degree in Law, Business Administration, Finance, or related field preferred
• 3+ years of estate settlement or trust administration experience in a law firm, bank, or trust company setting

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.

#LI-LM1
#LI-Remote