Settlement Specialist

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. #J-18808-Ljbffr MissionStaff