Estate Settlement Specialist

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 SpecialistsJoin a dynamic and innovative tech-driven estate settlement company as an Estate Settlement Specialist, 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 institutionsStrong project management skills with the ability to handle multiple estates simultaneouslyExcellent organizational skills with attention to detail and accuracyCompassionate and professional communication, both written and verbalProficiency with Google Workspace, project management tools, and quick adaptability to new systemsLeadership mindset with the ability to guide teams and external partnersAbility to manage complex legal and financial matters with problem-solving skillsTech-savvy, with a particular appreciation for AI and automation tools used in workflow optimizationNice to Have Skills:Experience working with AI-powered tools and systems in estate management or related fieldsBackground in legal, paralegal, or trust administration rolesKnowledge of state and county legal requirements for estate settlementsBilingual abilities or multilingual communication skillsPreferred Education and Experience:Bachelor’s degree in Law, Business Administration, Finance, or related field2+ years of direct estate settlement or probate experience in a professional settingProven track record of managing multiple cases and leading team initiativesOther Requirements:Ability to work in PST time zone hoursFast onboarding and quick start preferred to support ongoing growthCommitment to upholding professionalism, confidentiality, and empathy in client interactionsComfort working in a tech-enabled environment and using AI tools to enhance workflowTake this opportunity to make an impactful difference by bringing your expertise to a forward-thinking estate settlement team. We look forward to seeing your application and exploring your potential to thrive with us!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.