Settlement Specialist

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

Job summary

MissionStaff is seeking a Settlement Specialist to join a fast-paced estate settlement team. You will oversee the full workflow from internal teams to external partners, ensuring accurate and timely estate resolutions while applying AI and automation tools to streamline processes.

The ideal candidate has 2–3 years of estate settlement experience in law firms, trust departments, or financial institutions, with strong project management and superb communication.

Qualifications

• Minimum 2–3 years of estate settlement experience in law firms, trust departments, or financial institutions
• Strong project management with 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 and project management tools
• 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 full estate settlement workflow from intake to closing
• Coordinate with internal teams and external partners to ensure timely settlements
• Apply AI/automation tools to streamline estate management processes
• Maintain meticulous records and ensure regulatory compliance

Skills

Estate settlement

Project management

Organizational skills

Communication

Google Workspace

Leadership

Legal knowledge

AI tools

Education

Bachelor's degree

Tools

PM 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.