What are the responsibilities and job description for the Estate Settlement Specialist - Southfield, MI position at plantemoran?
Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Your role.
As an Estate Settlement Specialist, you’ll dive in with hands-on experience and substantial depth to administer the estate settlement process for clients who have passed away. You’ll collaborate with staff at all levels of the firm and welcome high-net-worth individuals and families into your client repertoire.
Your work will include, but not be limited to:
- Perform and monitor most aspects of the estate-settlement (post-death administration) process, including any probate administration, for the Trust Officer
- Identification and collection of assets owned by the decedent at the time of death
- Valuation of all assets as of date of death
- Settlement of all debts and payment of all valid claims and costs of administration
- Distribution of assets pursuant to the terms of the Trust
- Understand fiduciary accounting and trust accounting system
- Facilitate account opening/closing/transfer process
- Facilitate written and verbal communications between internal and external clients and vendors including distribution requests, documentation, client meetings and other matters
- Manage and monitor daily transactions and prepare receipts and disbursements
- Partner with Trust Officer to facilitate communication with clients alongside legal, tax, and financial advisors when necessary
- Share best practices with Trust team members, participate in team meetings, work on process improvement, and institutionalize practices and procedures
- Build relationships internally with Partners and Staff and externally with attorneys and other referral sources
The qualifications.
- 2 years of estate settlement, probate administration, trust administration, financial planning, or estate planning experience
- Paralegal experience preferred but not required
- Undergraduate degree preferred (preferably in Business, Finance, Accounting, or Economics)
- Actively advancing technical skills in the Trust Industry and in the Financial Services Industry generally
Our difference.
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
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