Estate Settlement Specialist — Flexible Time Off & Growth

Plante Moran Trust; Southfield (MI); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Flexible Time Off

Pre-determined holidays

401(k) plan

Flexible benefits plans

Business-related travel expense reimbu

Lodging reimbursement

Meal reimbursement for businessrelated

Pension plan for eligible staff

Discretionary bonus plan for eligible

Elective health insurance for conting

Limited paid sick time for contingent

Job summary

Plante Moran Trust in the United States seeks an Estates Administrator to handle estate settlements, probate administration, asset valuation, debt settlement, and asset distributions under the Trust Officer’s guidance.

You will coordinate with legal, tax, and financial advisors, communicate with clients and vendors, and drive process improvements while cultivating relationships with internal teams and external referrals.

Qualifications

• 2+ years of administrative or office support experience required.
• Paralegal experience preferred.
• Estate settlement, probate administration, trust administration, financial planning, or estate planning experience preferred.
• Ability to demonstrate good judgement and strong communication and organization skills.

Responsibilities

• Perform and monitor the estate settlement process, including probate administration, for the Trust Officer.
• Identify and collect assets owned by the decedent at time of death and value assets as of date of death.
• Settle debts and pay valid claims and costs of administration; distribute assets per the trust terms.
• Understand fiduciary accounting and the trust accounting system; facilitate account openings/closings/transfers.
• Communicate with internal and external clients and vendors, including distribution requests and client meetings.
• Manage and monitor daily transactions and prepare receipts and disbursements; partner with Trust Officer for client communications.
• Share best practices, participate in team meetings, and help improve processes and institutionalize procedures.
• Build relationships with Partners, Staff, attorneys, and referral sources; ensure coverage and service levels.

Skills

Communication

Organization

Judgement

Education

HS Diploma or GED

Undergraduate degree in Business/Finance/Accounting/Economics

Job description

Plante Moran Trust in the United States seeks an Estates Administrator to handle estate settlements, probate administration, asset valuation, debt settlement, and asset distributions under the Trust Officer’s guidance.

You will coordinate with legal, tax, and financial advisors, communicate with clients and vendors, and drive process improvements while cultivating relationships with internal teams and external referrals.