Job Title
Settlement Director (Estate Client Manager)
Overview
Join a dynamic and innovative tech‑driven estate settlement company as the Settlement Director, where you will play a pivotal role in guiding families through the complex estate settlement process with empathy, precision, and care. You will serve as the quarterback of end‑to‑end estate management, overseeing workflows, coordinating internal and external teams, and ensuring the timely and accurate settlement of estates. This role offers a unique opportunity to lead with purpose in a growing organization that values technology, innovation, and compassionate service, all within a collaborative and forward‑thinking environment. Your expertise will help shape the future of estate management services, making a meaningful difference in clients’ lives.
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
Other Requirements
- Ability to work in PST time zone hours
- Fast onboarding and quick start preferred to support ongoing growth
- Commitment to upholding professionalism, confidentiality, and empathy in client interactions
- Comfort working in a tech‑enabled environment and using AI tools to enhance workflow
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Business Development and Sales
Industry
Staffing and Recruiting
MissionStaff is an equal opportunity employer. We do not accept unsolicited resumes from third‑party recruiters or agencies. Candidates must be U.S. citizens or Permanent Residents to be considered for this position.
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