Settlement Specialist

About the Role

Join a fast-paced, innovative estate settlement company as a Settlement Specialist. In this high-energy, tech-forward role, you will guide families through the intricate estate settlement process with compassion, precision, and efficiency. As a central figure overseeing the entire workflow—from internal teams to external partners—you will ensure estates are settled accurately and on time. This is a unique opportunity to leverage cutting-edge technology, including AI and automation tools, in a meaningful, client-focused environment that values innovation and collaboration. Your expertise will directly impact clients' lives, shaping the future of estate management services.

Responsibilities

• Oversee the entire estate settlement workflow from internal teams to external partners
• Ensure estates are settled accurately and on time
• Guide families through the estate settlement process with compassion and precision
• Handle multiple estates simultaneously with strong project management
• Guide teams and external partners with a leadership mindset
• Manage complex legal and financial matters with problem-solving skills

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

Preferred Qualifications

• 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
• 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