Manager, Estate Settlement

ABOUT THE ROLE:

This role is responsible for managing a team of estate settlement professionals, including Estate Settlement Administrators, overseeing the day-to-day administration of estate relationships and ensuring alignment with policies, regulatory requirements, and client expectations. The Manager provides leadership, technical guidance, and oversight of estate settlement activities while supporting delivery of a consistent and high-quality client experience.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Estate Administration Oversight:Oversees the administration of estate settlement accounts, ensuring timely and accurate execution of estate activities including valuation, tax coordination, and asset distribution.

• Team Leadership and Development:Directly manages a team of Estate Settlement Administrators and Analysts, establishing performance expectations, coaching team members, and supporting professional development.

• Fiduciary Guidance and Support:Provides subject matter guidance on estate settlement matters, supporting team members in resolving complex account issues and interpreting governing documents.

• Risk and Compliance Management:Ensures adherence to fiduciary, legal, and regulatory requirements, including account reviews, documentation standards, and compliance with estate and tax regulations.

• Operational Management:Monitors team workflows, caseloads, and timelines to ensure consistent execution, efficiency, and high-quality service delivery.

• Issue Resolution and Escalation:Serves as a primary escalation point for complex estate matters, including beneficiary disputes, fee inquiries, and distribution issues.

• Client and Beneficiary Experience:Ensures proactive communication with beneficiaries and partners, reinforcing high service standards and supporting a positive client experience.

• Collaboration and Partnership:Works closely with internal teams and external advisors, including attorneys and tax professionals, to support administration and resolution of estate matters.

• Process Improvement:Identifies opportunities to improve operational processes, enhance efficiency, and strengthen controls within estate settlement services.

• Other Duties:Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team9s and the company9s mission.

MINIMUM REQUIREMENTS:

• Bachelor9s degree required.

• 7or more years of experience in estate settlement, fiduciary administration, or related wealth management services.

• 35 years of leadership experience, including direct management of a team.

REQUIRED SKILLS:

Qualified candidates will possessanintermediatedegreeof proficiency (typically from7+years of work or practical experience), in:

• Estate Settlement Expertise:Strong knowledge of estate administration, valuation processes, tax coordination, and fiduciary responsibilities.

• Leadership and Team Management:Ability to manage and develop a team, providing direction, feedback, and performance oversight.

• Risk and Compliance Awareness:Understanding of estate-related regulatory requirements, fiduciary standards, and internal controls.

• Client and Beneficiary Management:Ability to navigate complex beneficiary dynamics and support resolution of sensitive estate matters.

• Operational Execution:Ability to manage workflows, prioritize work, and ensure accurate and timely execution of estate activities.

Please refer to the 9Skills for Success9 section to learn how to stand out as an applicant.

SKILLS FOR SUCCESS:

Qualified candidates will possess anintermediatedegree of proficiency (typically from7+years of work or practical experience), in:

• Decision Making:Exercises sound judgment in estate settlement matters, balancing client needs and fiduciary risk considerations.

• Communication:Communicates clearly and effectively with team members, beneficiaries, and external stakeholders.

• Collaboration:Works effectively across teams and disciplines to support client outcomes.

• Problem Solving:Identifies and resolves issues related to estate administration and client service.

• Client-Centric Focus:Demonstrates commitment to delivering a consistent and high-quality client experience.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets 6 including you.