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.
Settlement Specialist
Elevate your career by joining a fast-paced, innovative estate settlement company as a Settlement Specialist. In this high-energy, tech-forward role, you will be at the forefront of guiding 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.
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
Nice to Have 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
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
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.