Estate Settlement Officer
Core
Administers post-death settlement accounts and fiduciary relationships (probate estates, trusts) to carry out decedent's objectives and serve beneficiaries.
Role type
Estate Settlement Officer (Fiduciary Services)
Builds
Post-death settlement accounts and estate administration processes
Domain
Financial Services / Estate Planning / Trust Administration
Required skills
Estate settlement administration, Probate law knowledge, Fiduciary standards compliance, Trust agreement interpretation, Tax filing coordination, Asset valuation and liquidation, Beneficiary relationship management, Risk mitigation
Preferred skills
Advanced knowledge of multi-generational taxation, Fiduciary services expertise, Analytical problem-solving, Independent decision-making
Technologies
N/A
Responsibilities
Administer probate estates and post-death trusts; Coordinate settlement activities with internal and external resources; Resolve trust, tax, and compliance issues; Manage estate assets including collection and distribution; Coordinate federal and state tax filings; Identify and mitigate fiduciary and operational risks; Maintain relationships with beneficiaries, attorneys, and court personnel.
Seniority
Senior, hands-on IC