Settlement Director

Overview

We are seeking an exceptional Settlement Director to lead and coordinate the entire estate settlement process from start to finish. In this pivotal role, you will serve as the quarterback for estate management, ensuring all aspects are handled with precision, empathy, and efficiency. Your leadership will help families navigate emotionally challenging times while maintaining seamless workflows across teams and external partners.

Required Skills

• Minimum 2–3 years of estate settlement experience within law firms, banks, trust companies, or similar roles
• Proven project management skills with the ability to handle multiple cases concurrently
• Strong organizational skills and attention to detail
• Excellent leadership qualities, taking ownership of processes and outcomes
• Clear, professional, and compassionate communication skills, both written and verbal
• Proficiency with Google Workspace, project management tools, and quick adaptation to new systems
• Calm and steady demeanor, capable of guiding families through sensitive situations

Nice to Have Skills

• Experience with attorney networks, probate filings, and tax coordination
• Knowledge of real estate, insurance, and vendor management in estate contexts
• Comfort with technology and data management platforms such as ClickUp and Box.com
• Interest or experience in process improvement and workflow streamlining

Preferred Education and Experience

• Bachelor’s degree or higher in law, finance, or related fields preferred
• Prior estate settlement or probate experience in law firms, financial institutions, or trust departments

Mission

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.