Senior Estate Settlement Advisor

Senior Estate Settlement Advisor Tempe, AZ |$130,000-$155,000 Base + Incentive Bonus Why This Opportunity Stands Out Join a growing fiduciary organization that values technical expertise, client relationships, and thoughtful estate administration. This role is ideal for someone who enjoys guiding families through complex transitions while working in a collaborative, boutique-style environment with strong operational support. Responsibilities Administer complex estates and trust settlement matters Coordinate probate processes and work directly with legal counsel Manage asset collection, valuations, distributions, and reporting Communicate with beneficiaries, family members, and advisors Ensure fiduciary compliance and proper risk management procedures Interpret trust agreements, wills, and estate planning documents Coordinate tax-related matters with external professionals Qualifications 8+ years within trust, estate, or fiduciary administration Proven estate settlement/death administration experience Strong understanding of probate and fiduciary regulations Knowledge of estate tax and fiduciary income tax coordination CTFA strongly preferred JD, CPA, or advanced fiduciary credentials highly valued Professional, relationship-driven communication style Benefits & Perks Hybrid flexibility Supportive leadership and positive culture Dedicated administrative support model Competitive compensation + bonus potential Long-term growth opportunity MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com #LI-CA1