About this role
Estate Settlement Officer - Kalamazoo, MI at Greenleaf Trust. Location: Kalamazoo, Michigan, United States. Role: managing estates, coordinating services, educating beneficiaries Requirements: Bachelor's degree and minimum 5 years estate settlement/trust administration experience; CTFA or JD preferred; strong client service, fiduciary judgment, tax and estate knowledge; MS Office and CRM experience. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM Certifications: ctfa, jd Commitment: Full Time Workplace: Onsite Languages: English