Plante Moran · 8 hours ago
Trust and Estate Settlement Assistant
Southfield, MI
Full-time
Hybrid
Entry Level
$25/hr - $40.68/hr
2+ years expPlante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its commitment to a supportive culture. The Trust and Estate Settlement Assistant will perform and monitor aspects of the estate settlement process, facilitate communications, and manage daily transactions to ensure effective trust administration.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Hiring Manager
Catherine Bucholtz
Responsibilities
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
Qualification
Required
2+ years of administrative or office support experience required
HS Diploma or GED equivalent required
Ability to demonstrate good judgement
Strong communication and organization skills
Preferred
Paralegal experience preferred
Estate settlement, probate administration, trust administration, financial planning, or estate planning experience preferred
Undergraduate degree preferred (preferably in Business, Finance, Accounting, or Economics)
Benefits
Health, dental, vision, disability, and life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense
Lodging, and meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
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