Senior Trust & Estate Settlement Specialist

Greenleaf Trust; Grand Rapids (MI); Presencial; USD 65.000 - 85.000; Jornada completa

Descripción de la vacante

Greenleaf Trust, based in Grand Rapids, MI, seeks an experienced fiduciary professional to manage trust and estate settlements, beneficiary communications, and related administration. The role involves coordinating asset valuation, distributions, and tax filings while maintaining strong client relationships.

The ideal candidate holds a Bachelor's degree with 5+ years in estate settlement or trust administration and demonstrates empathy, exceptional communication, and teamwork to support the

Formación

• Bachelor's degree required with at least 5 years in estate settlement or trust administration.
• Experience in client service and wealth management.
• CTFA and/or JD preferred.

Responsabilidades

• Act as fiduciary in administration of trusts and estates.
• Direct collection, liquidation, and distribution of assets.
• Coordinate external service providers to value and preserve assets.
• Provide financial accountings for beneficiaries and court as required.
• Maintain proactive client communications and support the Client Centric Team.
• Support business development and seminars to share estate settlement expertise.

Conocimientos

Team collaboration

Empathy

Communication skills

Relationship building

MS Office

Educación

Bachelor's degree

Herramientas

MS Office

Descripción del empleo

Greenleaf Trust, based in Grand Rapids, MI, seeks an experienced fiduciary professional to manage trust and estate settlements, beneficiary communications, and related administration. The role involves coordinating asset valuation, distributions, and tax filings while maintaining strong client relationships.

The ideal candidate holds a Bachelor's degree with 5+ years in estate settlement or trust administration and demonstrates empathy, exceptional communication, and teamwork to support the