About this role
Estate Settlement Associate - Kalamazoo, MI at Greenleaf Trust. Location: Kalamazoo, Michigan, United States. Role: administering estates, coordinating settlements, managing relationships Requirements: Bachelor's degree and minimum 3 years' experience in estate settlement/trust administration or equivalent; knowledge of fiduciary, estate tax, and IRA rules; strong communication, organizational, and MS Office/CRM skills. Paralegal certificate or CTFA preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM Certifications: paralegal, ctfa Commitment: Full Time Workplace: Onsite Languages: English