Estate Settlement Coordinator – Trust & Client Services

Fifth Third Bank; Grand Rapids (MI); On-site; USD 61,000 - 126,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Job summary

Fifth Third Bank seeks an Estate Settlement Administrator in Farmington Hills, MI to support estate officers with client communications, asset collection, and regulatory compliance.

Responsibilities include coordinating distributions, maintaining trust accounting integrity, and ensuring accurate documentation across systems. A Bachelor’s degree and 2+ years in estate or financial services are preferred.

Qualifications

• Bachelor's degree strongly preferred and 2+ years in estate/trust or financial services.
• Experience in client communications, probate, tax matters, or fiduciary services is advantageous.
• Attention to compliance and accurate documentation is essential.

Responsibilities

• Support Estate Officers and maintain client communications with beneficiaries and advisors.
• Coordinate distributions, asset collection, and documentation for estate settlements.
• Ensure regulatory compliance and accurate trust accounting data and fee handling.
• Maintain CRM and workflow systems, and assist with meeting logistics.
• Perform other duties as assigned.

Skills

Client service

Attention to detail

Trust administration knowledge

Financial acumen

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Office

CRM

Workflow Portal

ACE

AM Administrator

Job description

Fifth Third Bank seeks an Estate Settlement Administrator in Farmington Hills, MI to support estate officers with client communications, asset collection, and regulatory compliance.

Responsibilities include coordinating distributions, maintaining trust accounting integrity, and ensuring accurate documentation across systems. A Bachelor’s degree and 2+ years in estate or financial services are preferred.