Estate Settlement Specialist

Min 2 yrs required

Full-time

No

Estate Settlement Specialist - Southfield, MI:

- Job title: Estate Settlement Specialist
- Location: Southfield, MI, United States
- Salary: Competitive and based on experience
- Experience: 2+ years of estate settlement, probate administration, trust administration, financial planning, or estate planning experience
- Employment type: Full-time, non-exempt position

About the company:

- Company: Plante Moran Wealth Management (formerly Plante Moran Financial Advisors)
- Industry: Audit, tax, and advisory services
- Size: Over 250 professionals
- Culture: "Workplace for Your Day" model, promoting flexibility and balance while maintaining face-to-face interactions for team development
- Inclusion: Committed to diversity, equity, and inclusion in the workplace, creating an environment where all staff feel accepted and valued

Responsibilities:

- Administer the estate settlement process for clients who have passed away
- Collaborate with staff at all levels of the firm and welcome high-net-worth individuals and families as clients
- Perform and monitor most aspects of the estate-settlement process, including probate administration
- Identify and collect assets owned by the decedent, value them, and settle any debts and claims
- Understand fiduciary and trust accounting systems
- Facilitate account opening, closing, and transfer processes
- Communicate with internal and external clients and vendors
- Manage daily transactions and prepare receipts and disbursements
- Partner with Trust Officer and other advisors when necessary
- Share best practices and participate in team meetings and process improvement
- Build relationships internally and externally

Qualifications:

- 2+ years of relevant experience in estate settlement, probate administration, trust administration, financial planning, or estate planning
- Paralegal experience preferred but not required
- Undergraduate degree in Business, Finance, Accounting, or Economics preferred
- Actively advancing technical skills in the Trust Industry and Financial Services Industry

Company culture:

- Nationally recognized public accounting, consulting, and wealth management firm
- Consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For”
- Recognized on Forbes “Top 50 Wealth Managers” list
- Honored as the fifteenth largest independent financial advisory firm based on assets under management, according to Financial Advisor magazine
- Golden Rule culture, with low staff turnover rate
- Supportive network of well-rounded professionals dedicated to employee growth and professional excellence

How to apply:

- Submit your resume through the company's applicant tracking system
- Only selected candidates will be contacted for interviews
- Candidates must be legally authorized to work in the United States without sponsorship, except for bilingual candidates in Japanese and English
- Unsolicited resumes from search firms or employment agencies will not be accepted or paid a fee

Diversity and inclusion:

- Plante Moran is committed to creating a diverse workplace where all staff feel accepted and valued
- Recognizes the importance of acknowledging and celebrating individual identities
- Aims to attract and retain the best talent and serve clients through diverse thinking
- Supports and represents various communities in which they operate
- Equal Opportunity Employer
- Maintains a drug-free workplace

In summary, Plante Moran Wealth Management, a nationally recognized audit, tax, and advisory firm, is seeking an experienced Estate Settlement Specialist to join their team in Southfield, MI. This full-time, non-exempt position offers a competitive salary based on experience and requires at least 2 years of relevant experience in estate settlement, probate administration, trust administration, financial planning, or estate planning. The company values diversity, equity, and inclusion in the workplace and strives to create a culture where all staff feel accepted and valued. Interested candidates should submit their resume through the company's applicant tracking system. Plante Moran is an Equal Opportunity Employer and maintains a drug-free workplace.

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Estate Settlement, Trust Administration, Financial Planning, Estate Planning, Paralegal, Fiduciary Accounting, Trust Accounting, Account Management, Relationship Building, Communication, Process Improvement

Undergraduate degree in Business, Finance, Accounting, or Economics preferred

Interested applicants must submit their resume through the company's applicant tracking system.

Qualification and Experience Undergraduate degree in Business, Finance, Accounting, or Economics preferred; 2+ years of experience in estate settlement, probate administration, trust administration, financial planning, or estate planning

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