Estate Settlement Specialist
Plante Moran(1 month ago)
About this role
An Estate Settlement Specialist who administers the estate settlement (post-death administration) process for clients, working with Trust Officers and advising high-net-worth individuals and families. The role involves coordinating with internal teams and external legal, tax, and financial advisors while supporting client relationships and onboarding.
Required Skills
- Estate Settlement
- Probate Administration
- Trust Accounting
- Asset Valuation
- Fiduciary Accounting
- Client Communication
- Relationship Building
- Process Improvement
- Transaction Monitoring
Qualifications
- HS Diploma or GED
- Undergraduate Degree Preferred
About Plante Moran
plantemoran.comPlante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services
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