Settlement Specialist

Overview

This role is a direct-hire opportunity for an estate settlement organization. As a Settlement Specialist, you will guide families through the estate settlement process with compassion, precision, and efficiency. You will oversee end-to-end workflow coordination across internal teams and external partners to ensure estates are settled accurately and on time. The position leverages technology, including AI and automation tools.

Responsibilities

• Oversee the full estate settlement workflow and coordinate activities across internal teams and external partners
• Manage multiple estates simultaneously while maintaining accuracy and timeliness
• Communicate professionally and compassionately with clients and other stakeholders (written and verbal)
• Apply project management practices to track progress, manage tasks, and support efficient case handling
• Support problem-solving for complex legal and financial matters as they arise
• Use and adapt to Google Workspace, project management tools, and new systems
• Leverage AI and automation tools to optimize workflow and improve process efficiency

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 strong attention to detail and accuracy
• Compassionate, professional communication (written and verbal)
• Proficiency with Google Workspace and project management tools, with 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 approach, including 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

Preferred Education and Experience

• 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

Location

Not specified.

Compensation & Benefits

Not specified.

Eligibility

Candidates must be U.S. citizens or Permanent Residents to be considered for this position.