Settlement Specialist

About the role

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.

Responsibilities

• Guide families through the intricate estate settlement process with compassion, precision, and efficiency
• Oversee the entire workflow—from internal teams to external partners
• Ensure estates are settled accurately and on time
• Leverage cutting-edge technology, including AI and automation tools, in a meaningful, client-focused environment
• Directly impact clients' lives, shaping the future of estate management services

Requirements

• 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
• Able 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

Qualifications

• 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

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

Benefits

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.

Pay

Competitive compensation package based on experience and qualifications.

Schedule

Full-time position with flexible work arrangements.

Company

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.