Estate Settlement Officer

Job overview

The Estate Settlement Officer role is onsite in Birmingham, MI. Compensation is not specified. The position manages client, beneficiary, internal, and estate settlement relationships connected to Greenleaf Trust’s fiduciary work. The officer administers trusts and estates according to governing documents, coordinating asset collection, liquidation, distributions, accountings, and tax filings. Through client communication and coordination with advisors and internal teams, the role supports accurate settlement and responsive service to beneficiaries.

What you'll do

• Administer trusts and estates under governing documents
• direct collection and liquidation of assets and distribution of funds or property
• coordinate service providers and tax return preparation and filing
• provide financial accountings
• communicate with clients, beneficiaries, advisors, and internal teams
• oversee receipts, disbursements, account activity, and documentation
• support business development and team education.

What we're looking for

Skills & competencies

estate settlement

trust administration

fiduciary services

client service

beneficiary communication

tax coordination

birmingham mi

greenleaf trust

full-time

travel up to 25%

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and at least five years of relevant experience or equivalent; CTFA and/or JD preferred; travel may require full days or overnight, approximately 25% of the time.

About the employer

Greenleaf Trust is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.