Estate Settlement Specialist - Southfield, MI
Plante Moran•Southfield, MI
301d•$20 - $30•Hybrid
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
As an Estate Settlement Specialist at Plante Moran Wealth Management, you will engage in the estate settlement process for clients who have passed away. This role involves collaborating with various staff levels and managing high-net-worth individuals and families. You will be responsible for administering the estate settlement process, including probate administration, asset identification and valuation, debt settlement, and asset distribution according to the terms of the Trust. You will also facilitate communication between clients and vendors, manage daily transactions, and work closely with the Trust Officer and other advisors to ensure a smooth process.
