Estate Settlement Specialist

Plante & Moran • Southfield, MI

3d • $25 - $41

About The Position

As an Estate Settlement Specialist, you’ll dive in with hands-on experience and substantial depth to administer the estate settlement process for clients who have passed away. You’ll collaborate with staff at all levels of the firm and welcome high-net-worth individuals and families into your client repertoire.

Requirements

• 2+ years of estate settlement, probate administration, trust administration, financial planning, or estate planning experience
• Undergraduate degree preferred (preferably in Business, Finance, Accounting, or Economics)
• Actively advancing technical skills in the Trust Industry and in the Financial Services Industry generally

Nice To Haves

• Paralegal experience preferred but not required

Responsibilities

• Perform and monitor most aspects of the estate settlement (post-death administration) process, including any probate administration, for the Trust Officer
• Identification and collection of assets owned by the decedent at the time of death
• Valuation of all assets as of date of death
• Settlement of all debts and payment of all valid claims and costs of administration
• Distribution of assets pursuant to the terms of the Trust
• Understand fiduciary accounting and trust accounting system
• Facilitate account opening/closing/transfer process
• Facilitate written and verbal communications between internal and external clients and vendors including distribution requests, documentation, client meetings and other matters
• Manage and monitor daily transactions and prepare receipts and disbursements
• Partner with Trust Officer to facilitate communication with clients alongside legal, tax, and financial advisors when necessary
• Share best practices with Trust team members, participate in team meetings, work on process improvement, and institutionalize practices and procedures
• Build relationships internally with Partners and Staff and externally with attorneys and other referral sources

Benefits

• eligible staff a robust benefits package
• health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees