Estate Settlement Administrator

Fifth Third Bank, N.A.; Frisco (TX); Sur place; USD 61 000 - 126 000; Plein temps

Résumé du poste

Fifth Third Bank, National Association is seeking an Estate Settlement Administrator to support Estate Officers in managing estate settlement trusts from client communications to asset collection and tax coordination.

You will handle probate filings, distributions, and trust accounting system integrity while ensuring policy compliance and accurate fee tracking. Collaboration with internal teams and external advisors is essential.

Qualifications

• Bachelor's degree strongly preferred.
• Minimum 2 years of professional experience; estate, trust or financial services experience preferred.
• Introductory degree of proficiency in multiple skills and domains.
• Strong organizational and time management abilities in a fast-paced environment.
• Attention to detail and accuracy in documentation and financial tracking.
• Knowledge of trust administration, estate planning, fiduciary responsibilities and tax matters.
• Financial acumen and understanding of investment concepts.

Responsabilités

• Support the Estate Officer in all aspects of estate administration including communication with beneficiaries, outside advisors and internal partners.
• Coordinate family letters, bequest notifications and distribution updates.
• Resolve client issues and ensure smooth service model transitions.
• Maintain frequent contact with clients and third-party advisors via email and phone.
• Collect and process estate assets; file probate documents; manage distributions and accounts.
• Ensure compliance with internal policies for account openings, bill payments and closings.
• Prepare and execute distribution forms, funding requests and liquidation instructions.
• Maintain trust accounting system integrity including fee setup and statement generation.
• Track and reconcile fees; manage CRM and portal updates; coordinate distribution schedules and documentation.
• Review daily account activity for accuracy and coordinate with operations teams.

Connaissances

Client service orientation

Effective communication

Team collaboration

Adaptability

Technical proficiency

Risk and compliance awareness

Organizational and time management

Attention to detail and accuracy

Trust administration knowledge

Financial acumen

Formation

Bachelor's degree

Outils

Microsoft Office Suite

CRM

ACE

Workflow Portal

AM Administrator

Description du poste

Farmington Hills, MI

Chicago, IL

Cincinnati, OH

Grand Rapids, MI

Wilmington, DE

Frisco, TX

Full time

R74558

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ABOUT THE ROLE:

The Estate Settlement Administrator serves as support for the Estate Officers in servicing estate settlement trust accounts to ensure exceptional client service, operational accuracy, and regulatory compliance. This role partners closely with Estate Officers, internal departments, and external professionals to manage the estate settlement process. Responsibilities span client communications, asset collection, tax coordination, legal documentation, and financial tracking. The Estate Settlement Administrator serves as the primary interface with trust accounting systems, the Workflow System, and all trust operations functions, and implements internal policies and procedures effectively.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

Client Service:

• Support the Estate Officer in all aspects of estate administration, including communication with beneficiaries, outside advisors, and internal partners.

• Coordinate and manage client communications such as family letters, bequest notifications, and distribution updates.

• Partner with the Estate Officer and internal teams to resolve client issues and ensure a smooth transition across service models.

• Maintain frequent contact with clients and third-party advisors via email and phone to uphold high service standards.

Estate Administration:

• Collect and process estate assets; file probate documents and manage distributions, financial accounts, insurance policies, and unclaimed property.

• Ensure compliance with internal policies and procedures for account openings, bill payments, discretionary actions, and account closings.

• Prepare and execute distribution forms, funding requests, and liquidation instructions.

• Maintain trust accounting system integrity, including fee setup, statement generation, and related party configuration.

• Track and reconcile fees; manage CRM and portal updates; collaborate on distribution schedules and documentation.

• Review daily account activity for accuracy and quality; coordinate with operations teams and manage logistics for estate meetings and materials.

• Perform other duties as assigned.

Risk Management:

• Demonstrate urgency in client service and task completion while maintaining compliance with estate policies and procedures.

• Stay informed on industry trends and fiduciary matters including estate planning, probate, tax planning, and specialized trusts.

MINIMUM REQUIREMENTS:

• Bachelor's degree is strongly preferred.

• Minimum 2 years of professional experience; estate, trust or financial services experience preferred.

REQUIRED SKILLS:

Qualified candidates will possess an introductory degree of proficiency (typically from 2 years of work or practical experience), in:

• Organizational and Time Management: Demonstrated ability to manage multiple priorities effectively, meet deadlines, and maintain structure in a fast-paced environment.

• Attention to Detail and Accuracy: Strong commitment to precision in documentation, system entry, and financial tracking to ensure compliance and operational integrity.

• Trust Administration and Estate Planning Knowledge: Foundational understanding or willingness to learn key concepts in estate planning, fiduciary responsibilities, and tax matters related to estate and trust services.

• Financial Acumen: Basic understanding or interest in financial markets, investment theory, and asset management principles.

Please refer to the “Skills for Success” section to learn how to stand out as an applicant.

SKILLS FOR SUCCESS:

Qualified candidates will possess an introductory degree of proficiency across a suite of skill including, but not limited to:

• Client Service Orientation: Proactive approach to supporting clients and beneficiaries with empathy, responsiveness, and professionalism across all communications.

• Effective Communication: Strong verbal and written communication skills to clearly convey information to clients, advisors, and internal partners.

• Team Collaboration: Ability to work effectively within a team environment, supporting Estate Officers and cross-functional partners to achieve shared goals.

• Adaptability: Comfortable navigating shifting priorities and evolving client needs while maintaining high standards of service and compliance.

• Technical Proficiency: Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint, and CoPilot) and internal systems such as CRM, ACE, Workflow Portal, and AM Administrator.

• Risk and Compliance Awareness: Understanding of internal policies and procedures with a commitment to identifying and mitigating risk through proper documentation and adherence to guidelines.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you.

Estate Settlement Administrator

Total Base Pay Range 61,200.00 - 125,500.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Farmington Hills, Michigan 48331-3552

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.