Estate Settlement Specialist

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

Job summary

Fifth Third Bank in Farmington Hills, MI seeks an Estate Settlement Administrator to support Estate Officers in servicing estate settlement trust accounts, ensuring regulatory compliance and accurate accounting. You will coordinate with beneficiaries, outside advisors, and internal teams to manage the estate settlement process.

Responsibilities include asset collection, tax coordination, legal documentation, and financial tracking, with daily account activity reviews and CRM/workflow updates to

Qualifications

• Bachelor's degree strongly preferred.
• Minimum 2 years of professional experience; estate, trust or financial services experience preferred.
• Proficiency in organizing, prioritizing and accurate documentation in a fiduciary setting.

Responsibilities

• Support Estate Officer in all aspects of estate administration and client communications.
• Collect and process estate assets, file probate documents, manage distributions and financial accounts.
• Prepare distributions, funding requests, and liquidation instructions; maintain trust accounting integrity.

Skills

Organizational skills

Attention to detail

Estate planning knowledge

Financial acumen

Client service

Communication

Team collaboration

Adaptability

Risk awareness

Education

Bachelor's degree

Tools

CRM

ACE

Workflow Portal

AM Administrator

Job description

Fifth Third Bank in Farmington Hills, MI seeks an Estate Settlement Administrator to support Estate Officers in servicing estate settlement trust accounts, ensuring regulatory compliance and accurate accounting. You will coordinate with beneficiaries, outside advisors, and internal teams to manage the estate settlement process.

Responsibilities include asset collection, tax coordination, legal documentation, and financial tracking, with daily account activity reviews and CRM/workflow updates to