Estate Settlement Lead - AI-Powered Workflow & Impact

MissionStaff; California; On-site; USD 60,000 - 90,000; Full time

Job summary

MissionStaff is seeking a Settlement Specialist to lead the estate settlement process in a fast-paced, tech-forward environment. You will guide families through the settlement journey, coordinating with internal teams and external partners to ensure accuracy and timeliness.

The role requires 2–3 years of estate settlement experience, strong project management, and a client-focused, compassionate communication style. Knowledge of AI/automation tools and Google Workspace is a plus.

Qualifications

• 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

Responsibilities

• Oversee the entire estate settlement workflow from internal teams to external partners
• Ensure estates are settled accurately and on time
• Collaborate with attorneys, trust officers, and clients to coordinate settlements

Skills

Estate settlement experience

Project management

Organizational skills

Communication skills

Google Workspace

Leadership

Legal/financial acumen

AI and automation familiarity

Education

Bachelor’s degree in Law, Business Administration, Finance

Tools

Google Workspace

Project management software

AI/automation tools

Job description

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.