Estate & Trust Settlement Specialist

Fifth Third Bank, N.A.; Chicago (IL); On-site; USD 61,000 - 126,000; Full time

Job summary

Fifth Third Bank, N.A. in Farmington Hills, MI is seeking an Estate Settlement Administrator to support Estate Officers in servicing estate settlement trust accounts.

The role focuses on client communications, asset collection, tax coordination, legal documentation, and financial tracking. You will interface with trust operations, CRM, and internal teams, ensuring regulatory compliance and accurate processing of distributions and filings.

Qualifications

• Bachelor's degree strongly preferred.
• Minimum 2 years of professional experience; estate, trust or financial services experience preferred.
• Introductory level proficiency in managing multiple priorities, accuracy, and compliance.

Responsibilities

• Assist the Estate Officer with all aspects of estate administration, including communication with beneficiaries, outside advisors, and internal partners.
• Collect and process estate assets; file probate documents and manage distributions, financial accounts, insurance policies, and unclaimed property.
• Maintain trust accounting system integrity, including fee setup, statement generation, and related party configuration.
• Track and reconcile fees; manage CRM and portal updates; coordinate on distribution schedules and documentation.
• Review daily account activity for accuracy and coordinate with operations teams and estate meetings.

Skills

Client Service Orientation

Effective Communication

Team Collaboration

Adaptability

Technical Proficiency

Risk and Compliance Awareness

Education

Bachelor's degree

Tools

CRM

ACE

Workflow Portal

AM Administrator

Job description

Fifth Third Bank, N.A. in Farmington Hills, MI is seeking an Estate Settlement Administrator to support Estate Officers in servicing estate settlement trust accounts.

The role focuses on client communications, asset collection, tax coordination, legal documentation, and financial tracking. You will interface with trust operations, CRM, and internal teams, ensuring regulatory compliance and accurate processing of distributions and filings.