163 Settlement jobs in the United States
Assistant Settlement Specialist
06540 New Haven, Connecticut
Yale University
Posted 3 days ago
Job Viewed
Job Description
Yale Payment Services Position
Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community-eligible for opportunities through the New Haven Hiring Initiative or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!
Hourly Range: 31.05
Overview
Under the directions of the Manager of Payment Services, this position is primarily responsible for reconciling previous day's payments, research and manage returned checks, manage expired Zelle process and submit stop payments for void or reissue. The position will also respond to payment status requests, cancellation of Ad Hoc checks returned to Accounts Payable and run settlement payment process daily.
Required Skills and Abilities
- Ability to problem solve, work independently and as part of a team.
- Strong analytical, organizational, and communications skills. Strong computer skills, including intermediate or greater skill using Excel, with experience creating spreadsheets, pivot tables and formulas.
- Strong customer service skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Demonstrated attention to detail.
Preferred Education, Experience and Skills
- Bachelor's Degree Accounting, Finance or Business; or equivalent education and experience.
- Minimum of 2 years experience in a fast-paced, high volume centralized Accounting Dept. Workday Experience Preferred.
- Thorough knowledge of Word, Excel & Web applications. Knowledge of Univ. policies & procedures, computer hardware, software, peripherals & operating systems.
Principal Responsibilities
- Serves as a principal source of information on rules and procedures governing University accounts receivable. Oversees and instructs support staff.
- Oversees maintenance of account files, ensuring accuracy and completeness. Reviews payment histories.
- Resolves problem and delinquent accounts with supervisor and collection agency. Assists with final review and disposition of problem accounts.
- Recommends and implements changes to systems and operating procedures. Composes form letters and correspondence used in accounts receivable activities.
- Researches individual accounts. Summarizes findings in reports. Completes and processes forms. Performs clerical functions incidental to account activity.
Required Education and Experience
Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate's degree, or an equivalent combination of experience and education.
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.
Health Requirements
Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.
Posting Disclaimer
The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement.
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.
The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Yale University is a tobacco-free campus.
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0
Workday - Banking & Settlement
55400 Minneapolis, Minnesota
Purple Drive
Posted 3 days ago
Job Viewed
Job Description
Role: Workday - Banking & Settlement
Location: Minneapolis, MN
Key Responsibilities:
Location: Minneapolis, MN
Key Responsibilities:
- Configure and support Workday Banking & Settlement module .
- Manage payment setup, processing, and settlement workflows .
- Handle bank integrations (payment files, statements, formats) .
- Ensure compliance with banking regulations and internal controls .
- Collaborate with Finance, Payroll, and IT teams to support end-to-end processes.
- Troubleshoot and resolve issues related to payment processing and settlements .
- Support testing, upgrades, and new feature implementations.
- Document processes and provide user training as needed.
- Strong hands-on experience in Workday Financials - Banking & Settlement .
- Knowledge of payment formats (ACH, SEPA, SWIFT, BACS, etc.) .
- Experience with bank file integrations and settlement processes .
- Familiarity with cash management and reconciliation .
- Good problem-solving, communication, and stakeholder management skills.
- Bachelor's degree in Finance, Accounting, Information Systems, or related field.
- Workday Certification in Banking & Settlement or Financials .
- Experience with other Workday Financial modules (e.g., AP, AR, Expenses).
- Exposure to global banking processes.
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1
Commercial Settlement Officer
Ma, Kentucky
CRC Insurance Services, Inc.
Posted 2 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.**
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Join our team! Successful and leading title insurance agency seeks a highly self-motivated, detail-oriented, and experienced Commercial Settlement Officer with a positive attitude to be a part of our team.
Qualified candidates must have the ability to multitask, portray excellent verbal and written communication skills and be computer proficient.
**Responsibilities:**
+ Responsible for creating and sending out settlement statements for either sale or financing statements and uninsured files. With directions from the Borrower, Lender and Seller they include adding invoices, adding lender fees, payoffs, prorations and any other items directed by the parties to the statement and circulating drafts to the parties, managing correspondence throughout the transaction with the parties and updating statements accordingly as changes come over and working with the parties to finalize and send around executed statements once the parties agree to the costs.
+ Responsible for verifying wire instructions, creating and sending funding packages to our accounting team, making sure checks, invoices and FedEx labels are created and saved to the files for the accounting team to send out as well.
+ Once wires are initiated the settlement coordinators are also responsible for sending out confirmations of the wires to the parties with the Fed Reference numbers for their files.
+ Settlement is also engaged when deposits or funds need to be sent if a deal is cancelled or a deposit needs to be sent for Post-Closing items, or if another company is funding a closing.
+ Other duties as assigned.
**Requirements:**
+ Candidates with experience and strong knowledge of Title Insurance are encouraged to apply.
+ 10+ plus years of experience in a commercial settlement role or similar
+ Knowledge of SoftPro Select a plus
+ Great time management skills
+ Outstanding work ethic with the ability to work in both team oriented and self-directed environments.
+ Detail-oriented and professional; able to handle confidential information.
+ High level of accountability
+ Customer service oriented
+ Creative problem-solving skills
+ Ability to communicate effectively (written and verbal).
+ Ability to work in a fast-paced environment and handle multiple tasks simultaneously
**About Kensington Vanguard National Land**
Kensington Vanguard National Land Services is one of the largest independent full-service national title insurance agencies in the country providing:
- Commercial & Residential Title Insurance- Real Property & Cooperative Lien Searches- Settlement Services- Escrow Services- Recording Services- 1031 Exchange Services
Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time
**Benefits:**
+ Health insurance
+ Dental insurance
+ Vision insurance
+ Employer Paid Life insurance
+ Employer Paid LTD
+ Paid Time Off
+ 401(k)
+ 401(k) Employer Match
+ Flexible Spending Account
+ Health Savings Account
+ Employee Assistance Program
**About Kensington Vanguard National Land**
Kensington Vanguard National Land is one of the largest independent full-service national title insurance agencies in the country providing:
- Commercial & Residential Title Insurance- Real Property & Cooperative Lien Searches- Settlement Services- Escrow Services- Recording Services- 1031 Exchange Services
Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time
**Benefits:**
+ Health insurance
+ Dental insurance
+ Vision insurance
+ Employer Paid Life insurance
+ Employer Paid LTD
+ Paid Time Off
+ 401(k)
+ 401(k) Employer Match
+ Flexible Spending Account
+ Health Savings Account
+ Employee Assistance Program
**General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
**_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st Shift (United States of America)
**Please review the following job description:**
Join our team! Successful and leading title insurance agency seeks a highly self-motivated, detail-oriented, and experienced Commercial Settlement Officer with a positive attitude to be a part of our team.
Qualified candidates must have the ability to multitask, portray excellent verbal and written communication skills and be computer proficient.
**Responsibilities:**
+ Responsible for creating and sending out settlement statements for either sale or financing statements and uninsured files. With directions from the Borrower, Lender and Seller they include adding invoices, adding lender fees, payoffs, prorations and any other items directed by the parties to the statement and circulating drafts to the parties, managing correspondence throughout the transaction with the parties and updating statements accordingly as changes come over and working with the parties to finalize and send around executed statements once the parties agree to the costs.
+ Responsible for verifying wire instructions, creating and sending funding packages to our accounting team, making sure checks, invoices and FedEx labels are created and saved to the files for the accounting team to send out as well.
+ Once wires are initiated the settlement coordinators are also responsible for sending out confirmations of the wires to the parties with the Fed Reference numbers for their files.
+ Settlement is also engaged when deposits or funds need to be sent if a deal is cancelled or a deposit needs to be sent for Post-Closing items, or if another company is funding a closing.
+ Other duties as assigned.
**Requirements:**
+ Candidates with experience and strong knowledge of Title Insurance are encouraged to apply.
+ 10+ plus years of experience in a commercial settlement role or similar
+ Knowledge of SoftPro Select a plus
+ Great time management skills
+ Outstanding work ethic with the ability to work in both team oriented and self-directed environments.
+ Detail-oriented and professional; able to handle confidential information.
+ High level of accountability
+ Customer service oriented
+ Creative problem-solving skills
+ Ability to communicate effectively (written and verbal).
+ Ability to work in a fast-paced environment and handle multiple tasks simultaneously
**About Kensington Vanguard National Land**
Kensington Vanguard National Land Services is one of the largest independent full-service national title insurance agencies in the country providing:
- Commercial & Residential Title Insurance- Real Property & Cooperative Lien Searches- Settlement Services- Escrow Services- Recording Services- 1031 Exchange Services
Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time
**Benefits:**
+ Health insurance
+ Dental insurance
+ Vision insurance
+ Employer Paid Life insurance
+ Employer Paid LTD
+ Paid Time Off
+ 401(k)
+ 401(k) Employer Match
+ Flexible Spending Account
+ Health Savings Account
+ Employee Assistance Program
**About Kensington Vanguard National Land**
Kensington Vanguard National Land is one of the largest independent full-service national title insurance agencies in the country providing:
- Commercial & Residential Title Insurance- Real Property & Cooperative Lien Searches- Settlement Services- Escrow Services- Recording Services- 1031 Exchange Services
Kensington Vanguard National Land is an Equal Opportunity Employer. Job Type: Full-time
**Benefits:**
+ Health insurance
+ Dental insurance
+ Vision insurance
+ Employer Paid Life insurance
+ Employer Paid LTD
+ Paid Time Off
+ 401(k)
+ 401(k) Employer Match
+ Flexible Spending Account
+ Health Savings Account
+ Employee Assistance Program
**General Description of Available Benefits for Eligible Employees of CRC Group:** At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
**_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._**
EEO is the Law ( Pay Transparency Nondiscrimination Provision E-Verify ( CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.
Why CRC Group?
- Growth: Advance your career with our learning and leadership development programs.
- Innovation: Work in a forward-thinking environment that values new ideas.
- Community: Be part of a supportive team that celebrates success together.
- Benefits: Enjoy competitive compensation, health benefits, and retirement plans.
Who We're Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
View Now
2
Settlement House Case Manager
14266 Buffalo, New York
Buffalo Federation Of Neighborhood Centers Inc
Posted 3 days ago
Job Viewed
Job Description
Job Title: Settlement House Case Manager
Position Status: Full-Time (hours vary based on youth school schedules)
Position Classification: Non- Exempt
Remote: No
Department: CAPP
Immediate Supervisor: CAPP Director
Salary: $40,000/annually
Job Summary:
The Settlement House Case manager position is a multifaceted position that incorporates Case Management for at risk youth and their families while additionally facilitating youth program dedicated to the health growth of the youth who participate. The Settlement House Case Manager hosts weekly groups that focus on STEM, social well-being, and emotional health. The Settlement House Case Manager is additionally trained in Aggression Replacement Therapy, and other evidence-based curricula as needed.
Supervisory Duties:
This position has no supervisory duties.
Essential functions: Percent of time:
Screening and Social Care Navigation 40%
- Assessing youths' physical and mental wellness, needs, preferences, and abilities and using these to develop tailored care plans
- Working with clients, family and friend support networks and health care professionals to put care plans in place
- Listening to clients' concerns and providing therapeutic intervention as required
- Evaluating clients' progress periodically and adjusting as needed to improve outcomes
- Following up with discharged clients to ensure they were satisfied with services, and they are still in good physical and mental health
- Builds respectful, person-centered relationships with youth and young adults using a trauma-informed approach. Welcomes and works with youth of all backgrounds including LGBTQ youth.
- Demonstrates increasing knowledge and understanding of youth and young adults' developmental opportunities and challenges
- Acts as an advocate by referring participants or parents to services available in the community as needed (e.g., family planning, health insurance, etc.)
Facilitation of Evidence Based Programming 40%
- Demonstrates comfort, confidence, objectivity, and full support for educating youth and young adults about self-esteem, health, and well-being.
- Demonstrates sensitivity to and cultural literacy about different opinions, sentiments, and beliefs.
- Facilitates evidence-based curricula with fidelity to promote healthy wellbeing, and the ability to respond to everyday stressors without using aggression.
- Administers pre- and post-surveys collecting student data from program sessions.
- Implements, coordinates, and monitors activities across multiple systems to improve health and quality of life outcomes for youth and their families.
- Works in a professional manner with the adult staff at sites where programming is to occur, building good working relationships with client system representatives.
- Works with teams to provide department events for youth.
Data Management/Administrative 15%
- Understands contractual requirements and current status of grants and submits informed and thorough monthly reports
- Conducts process evaluation and maintains accurate records of group sessions at a variety of community locations. including Buffalo Public Schools, faith-based sites, and other locations.
- Recording clients' progress including charting referrals, home visits and other notable interactions
Any other job responsibilities directly assigned to you by your supervisor. 5%
Education:
Bachelors from an accredited college or university and one year of full-time experience in a recognized youth service agency
Required Skills/Abilities:
- Valid NYS Driver's license with evidence of good driving record
- Demonstrated comfort and skill in public speaking to small and large groups, clearly and concisely explaining ideas, in a manner that keeps people's attention
- Strong verbal communication skills and comfort with communicating in person and by phone, email, text message, and other mediums.
- Ability to keep written case notes and submit required documentation.
- Comfort with computers and web-based systems. Familiarity with databases, Microsoft Office, and Google Apps a plus.
- Self-directed and able to work well independently as well as part of a team.
- Creative thinking, sharing ideas that will help ensure project success.
- Demonstration of a helpful, positive, and nonjudgmental approach, showing respect and fairness for each client and for all stakeholders.
- Positive attitude with motivation to provide interactive and compassionate experience to those in our programs.
- Must exhibit a passion for BFNC's vision, mission and values and act as a role model
- Must be able to work sensitively and effectively with individuals of diverse educational, socioeconomic, and cultural backgrounds.
Ergonomics:
Sitting, standing, stooping, bending, standard lifting up to 35 pounds, carrying, repetitive movements. Ability to operate and repair machines; prolonged periods of standing, walking, bending, and stretching. Must be able to access and navigate the site and go up and down stairs. Must be able to work in varied weather conditions and outdoors during summer months. All the ergonomic requirements must be performed without significant risk of injury to oneself or others or otherwise demonstrated or explain how one can perform essential functions of the position listed above with or without accommodations.
Workplace Conditions Disclaimer Employees in this role may be required to visit environments where exposure to pests (including bed bugs, insects, or rodents), unsanitary conditions, secondhand smoke, or communicable health concerns may occur. The organization provides training, protective equipment, and safety protocols to minimize risks and ensure a safe working environment.
The job specifications cited in this Job Description are not to be interpreted as a complete list of all the qualifications and performance expectations needed to perform this job adequately. Management reserves the right to modify duties as necessary. At its discretion, management can add, drop, or change this job's duties, responsibilities, and expectations at any time.
This job description does not constitute an offer of employment, continuous employment, or an employment contract.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position BFNC is an EEO employer.
This job description does not constitute an offer of employment, continuous employment, or an employment contract.
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3
Business Analyst - Operations & Settlement
10261 New York, New York
The Dignify Solutions LLC
Posted 4 days ago
Job Viewed
Job Description
- Must Have 8 Years of Experience.
- Client Impact, Tradeweb, MarketAxess
- TradeWeb, Fixed Income, Securities Lending
- Experience with Operations & Settlement.
- Experience with Regulatory Reporting
- Excellent communication skills (written and oral) with customers and internal colleagues under stressful situations with scheduling limitations and conflicts
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4
Senior Estate Settlement Officer
33434 Boca Del Mar, Florida
Fifth Third Bank, N.A.
Posted 2 days ago
Job Viewed
Job Description
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
ABOUT THE ROLE:
The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of complex decedent estates and trusts. This role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages high-value and sensitive relationships, and oversees complex legal and tax matters. This role also provides leadership and mentorship to Estate Settlement Officers and Associates, ensuring consistency, quality, and adherence to fiduciary standards across the team.
YOUR RESPONSIBILITIES:
Strategic Estate Administration & Planning:
+ Lead the interpretation and execution of complex estate planning documents, including multi-generational trusts, family partnerships, and charitable structures.
+ Oversee asset analysis and administration to ensure liquidity, tax efficiency, and proper allocation of income, expenses, and liabilities.
+ Guide estate planning decisions through review of tax filings, asset valuations, and legal documentation.
Client Engagement & Relationship Management:
+ Serve as primary fiduciary contact for high-net-worth beneficiaries, family offices, attorneys, and tax professionals.
+ Manage sensitive family dynamics and complex relationships with discretion and empathy.
+ Partner with internal teams (WMAs, STAs, SIAs, UAs) to deliver coordinated and proactive client service.
Legal, Tax & Compliance Oversight:
+ Direct probate proceedings, legal filings, and statutory deadlines for complex estates.
+ Oversee preparation and filing of federal and state estate tax returns; lead tax planning strategies across multiple tax years and jurisdictions .
+ Review and execute legal documents related to probate, litigation, and fiduciary accounting.
Risk Management & Fiduciary Leadership:
+ Make high-level fiduciary decisions regarding distributions, reserves, and estate closure timing.
+ Identify and escalate complex risk, ethical, or discretionary matters; manage litigation in collaboration with counsel.
+ Serve as escalation point for fiduciary decisions made by Estate Officers and Associates.
Operational Oversight & Team Leadership:
+ Lead estate tracking workflow and ensure completion of all required tasks across multiple estates.
+ Finalize estate settlement fees and ensure CRM reflects fee opportunities and billing accuracy.
+ Draft and review internal forms and correspondence; oversee document handling and execution.
+ Hire, manage, and evaluate external vendors; provide oversight and guidance to Estate Settlement Officers and Associates.
MINIMUM REQUIREMENTS:
+ Bachelor's degree required ; advanced degree or professional designation (e.g., JD, CPA, CTFA) preferred.
+ Minimum 8 - 10 years of experience in fiduciary administration, estate settlement, or related legal/tax advisory roles.
+ Proven experience managing complex estates and high-net-worth client relationships.
REQUIRED SKILLS:
Qualified candidates will possess an advanced degree of proficiency (typically from 7 years of work or practical experience), in:
+ Advanced Estate Planning Expertise: Deep knowledge of estate planning structures, probate law, and fiduciary principles to guide complex administration.
+ Strategic Thinking & Analysis: Ability to assess legal, financial, and tax implications across multi-faceted estate structures.
+ Executive Communication: Skilled in navigating sensitive conversations and delivering clear, confident guidance to clients and advisors.
+ Leadership & Mentorship: Experience guiding junior team members and fostering a culture of fiduciary excellence.
+ Technical Proficiency: Advanced use of Microsoft Office Suite and internal platforms such as CRM, ShareFile, and estate workflow tools.
Please refer to the "Skills for Success" section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to:
+ Client Service Excellence: Ability to deliver high-touch service to sophisticated clients with discretion and responsiveness.
+ Team Leadership & Oversight: Proven ability to lead and mentor Estate Settlement Officers and Associates.
+ Fiduciary Judgment: Confidence in making complex fiduciary decisions and navigating risk with sound judgment.
+ Compliance & Risk Awareness: Deep understanding of legal and regulatory frameworks with a proactive approach to risk mitigation.
+ Operational Mastery: Ability to manage multiple estates, vendors, and internal systems with precision and efficiency.
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 -including you.
Senior Estate Settlement Officer
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45242
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
ABOUT THE ROLE:
The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of complex decedent estates and trusts. This role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages high-value and sensitive relationships, and oversees complex legal and tax matters. This role also provides leadership and mentorship to Estate Settlement Officers and Associates, ensuring consistency, quality, and adherence to fiduciary standards across the team.
YOUR RESPONSIBILITIES:
Strategic Estate Administration & Planning:
+ Lead the interpretation and execution of complex estate planning documents, including multi-generational trusts, family partnerships, and charitable structures.
+ Oversee asset analysis and administration to ensure liquidity, tax efficiency, and proper allocation of income, expenses, and liabilities.
+ Guide estate planning decisions through review of tax filings, asset valuations, and legal documentation.
Client Engagement & Relationship Management:
+ Serve as primary fiduciary contact for high-net-worth beneficiaries, family offices, attorneys, and tax professionals.
+ Manage sensitive family dynamics and complex relationships with discretion and empathy.
+ Partner with internal teams (WMAs, STAs, SIAs, UAs) to deliver coordinated and proactive client service.
Legal, Tax & Compliance Oversight:
+ Direct probate proceedings, legal filings, and statutory deadlines for complex estates.
+ Oversee preparation and filing of federal and state estate tax returns; lead tax planning strategies across multiple tax years and jurisdictions .
+ Review and execute legal documents related to probate, litigation, and fiduciary accounting.
Risk Management & Fiduciary Leadership:
+ Make high-level fiduciary decisions regarding distributions, reserves, and estate closure timing.
+ Identify and escalate complex risk, ethical, or discretionary matters; manage litigation in collaboration with counsel.
+ Serve as escalation point for fiduciary decisions made by Estate Officers and Associates.
Operational Oversight & Team Leadership:
+ Lead estate tracking workflow and ensure completion of all required tasks across multiple estates.
+ Finalize estate settlement fees and ensure CRM reflects fee opportunities and billing accuracy.
+ Draft and review internal forms and correspondence; oversee document handling and execution.
+ Hire, manage, and evaluate external vendors; provide oversight and guidance to Estate Settlement Officers and Associates.
MINIMUM REQUIREMENTS:
+ Bachelor's degree required ; advanced degree or professional designation (e.g., JD, CPA, CTFA) preferred.
+ Minimum 8 - 10 years of experience in fiduciary administration, estate settlement, or related legal/tax advisory roles.
+ Proven experience managing complex estates and high-net-worth client relationships.
REQUIRED SKILLS:
Qualified candidates will possess an advanced degree of proficiency (typically from 7 years of work or practical experience), in:
+ Advanced Estate Planning Expertise: Deep knowledge of estate planning structures, probate law, and fiduciary principles to guide complex administration.
+ Strategic Thinking & Analysis: Ability to assess legal, financial, and tax implications across multi-faceted estate structures.
+ Executive Communication: Skilled in navigating sensitive conversations and delivering clear, confident guidance to clients and advisors.
+ Leadership & Mentorship: Experience guiding junior team members and fostering a culture of fiduciary excellence.
+ Technical Proficiency: Advanced use of Microsoft Office Suite and internal platforms such as CRM, ShareFile, and estate workflow tools.
Please refer to the "Skills for Success" section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to:
+ Client Service Excellence: Ability to deliver high-touch service to sophisticated clients with discretion and responsiveness.
+ Team Leadership & Oversight: Proven ability to lead and mentor Estate Settlement Officers and Associates.
+ Fiduciary Judgment: Confidence in making complex fiduciary decisions and navigating risk with sound judgment.
+ Compliance & Risk Awareness: Deep understanding of legal and regulatory frameworks with a proactive approach to risk mitigation.
+ Operational Mastery: Ability to manage multiple estates, vendors, and internal systems with precision and efficiency.
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 -including you.
Senior Estate Settlement Officer
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45242
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
View Now
5
Senior Estate Settlement Officer
45217 Cincinnati, Ohio
Fifth Third Bank, N.A.
Posted 6 days ago
Job Viewed
Job Description
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
ABOUT THE ROLE:
The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of complex decedent estates and trusts. This role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages high-value and sensitive relationships, and oversees complex legal and tax matters. This role also provides leadership and mentorship to Estate Settlement Officers and Associates, ensuring consistency, quality, and adherence to fiduciary standards across the team.
YOUR RESPONSIBILITIES:
Strategic Estate Administration & Planning:
+ Lead the interpretation and execution of complex estate planning documents, including multi-generational trusts, family partnerships, and charitable structures.
+ Oversee asset analysis and administration to ensure liquidity, tax efficiency, and proper allocation of income, expenses, and liabilities.
+ Guide estate planning decisions through review of tax filings, asset valuations, and legal documentation.
Client Engagement & Relationship Management:
+ Serve as primary fiduciary contact for high-net-worth beneficiaries, family offices, attorneys, and tax professionals.
+ Manage sensitive family dynamics and complex relationships with discretion and empathy.
+ Partner with internal teams (WMAs, STAs, SIAs, UAs) to deliver coordinated and proactive client service.
Legal, Tax & Compliance Oversight:
+ Direct probate proceedings, legal filings, and statutory deadlines for complex estates.
+ Oversee preparation and filing of federal and state estate tax returns; lead tax planning strategies across multiple tax years and jurisdictions .
+ Review and execute legal documents related to probate, litigation, and fiduciary accounting.
Risk Management & Fiduciary Leadership:
+ Make high-level fiduciary decisions regarding distributions, reserves, and estate closure timing.
+ Identify and escalate complex risk, ethical, or discretionary matters; manage litigation in collaboration with counsel.
+ Serve as escalation point for fiduciary decisions made by Estate Officers and Associates.
Operational Oversight & Team Leadership:
+ Lead estate tracking workflow and ensure completion of all required tasks across multiple estates.
+ Finalize estate settlement fees and ensure CRM reflects fee opportunities and billing accuracy.
+ Draft and review internal forms and correspondence; oversee document handling and execution.
+ Hire, manage, and evaluate external vendors; provide oversight and guidance to Estate Settlement Officers and Associates.
MINIMUM REQUIREMENTS:
+ Bachelor's degree required ; advanced degree or professional designation (e.g., JD, CPA, CTFA) preferred.
+ Minimum 8 - 10 years of experience in fiduciary administration, estate settlement, or related legal/tax advisory roles.
+ Proven experience managing complex estates and high-net-worth client relationships.
REQUIRED SKILLS:
Qualified candidates will possess an advanced degree of proficiency (typically from 7 years of work or practical experience), in:
+ Advanced Estate Planning Expertise: Deep knowledge of estate planning structures, probate law, and fiduciary principles to guide complex administration.
+ Strategic Thinking & Analysis: Ability to assess legal, financial, and tax implications across multi-faceted estate structures.
+ Executive Communication: Skilled in navigating sensitive conversations and delivering clear, confident guidance to clients and advisors.
+ Leadership & Mentorship: Experience guiding junior team members and fostering a culture of fiduciary excellence.
+ Technical Proficiency: Advanced use of Microsoft Office Suite and internal platforms such as CRM, ShareFile, and estate workflow tools.
Please refer to the "Skills for Success" section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to:
+ Client Service Excellence: Ability to deliver high-touch service to sophisticated clients with discretion and responsiveness.
+ Team Leadership & Oversight: Proven ability to lead and mentor Estate Settlement Officers and Associates.
+ Fiduciary Judgment: Confidence in making complex fiduciary decisions and navigating risk with sound judgment.
+ Compliance & Risk Awareness: Deep understanding of legal and regulatory frameworks with a proactive approach to risk mitigation.
+ Operational Mastery: Ability to manage multiple estates, vendors, and internal systems with precision and efficiency.
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 -including you.
Senior Estate Settlement Officer
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45242
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
ABOUT THE ROLE:
The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of complex decedent estates and trusts. This role requires advanced expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages high-value and sensitive relationships, and oversees complex legal and tax matters. This role also provides leadership and mentorship to Estate Settlement Officers and Associates, ensuring consistency, quality, and adherence to fiduciary standards across the team.
YOUR RESPONSIBILITIES:
Strategic Estate Administration & Planning:
+ Lead the interpretation and execution of complex estate planning documents, including multi-generational trusts, family partnerships, and charitable structures.
+ Oversee asset analysis and administration to ensure liquidity, tax efficiency, and proper allocation of income, expenses, and liabilities.
+ Guide estate planning decisions through review of tax filings, asset valuations, and legal documentation.
Client Engagement & Relationship Management:
+ Serve as primary fiduciary contact for high-net-worth beneficiaries, family offices, attorneys, and tax professionals.
+ Manage sensitive family dynamics and complex relationships with discretion and empathy.
+ Partner with internal teams (WMAs, STAs, SIAs, UAs) to deliver coordinated and proactive client service.
Legal, Tax & Compliance Oversight:
+ Direct probate proceedings, legal filings, and statutory deadlines for complex estates.
+ Oversee preparation and filing of federal and state estate tax returns; lead tax planning strategies across multiple tax years and jurisdictions .
+ Review and execute legal documents related to probate, litigation, and fiduciary accounting.
Risk Management & Fiduciary Leadership:
+ Make high-level fiduciary decisions regarding distributions, reserves, and estate closure timing.
+ Identify and escalate complex risk, ethical, or discretionary matters; manage litigation in collaboration with counsel.
+ Serve as escalation point for fiduciary decisions made by Estate Officers and Associates.
Operational Oversight & Team Leadership:
+ Lead estate tracking workflow and ensure completion of all required tasks across multiple estates.
+ Finalize estate settlement fees and ensure CRM reflects fee opportunities and billing accuracy.
+ Draft and review internal forms and correspondence; oversee document handling and execution.
+ Hire, manage, and evaluate external vendors; provide oversight and guidance to Estate Settlement Officers and Associates.
MINIMUM REQUIREMENTS:
+ Bachelor's degree required ; advanced degree or professional designation (e.g., JD, CPA, CTFA) preferred.
+ Minimum 8 - 10 years of experience in fiduciary administration, estate settlement, or related legal/tax advisory roles.
+ Proven experience managing complex estates and high-net-worth client relationships.
REQUIRED SKILLS:
Qualified candidates will possess an advanced degree of proficiency (typically from 7 years of work or practical experience), in:
+ Advanced Estate Planning Expertise: Deep knowledge of estate planning structures, probate law, and fiduciary principles to guide complex administration.
+ Strategic Thinking & Analysis: Ability to assess legal, financial, and tax implications across multi-faceted estate structures.
+ Executive Communication: Skilled in navigating sensitive conversations and delivering clear, confident guidance to clients and advisors.
+ Leadership & Mentorship: Experience guiding junior team members and fostering a culture of fiduciary excellence.
+ Technical Proficiency: Advanced use of Microsoft Office Suite and internal platforms such as CRM, ShareFile, and estate workflow tools.
Please refer to the "Skills for Success" section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to:
+ Client Service Excellence: Ability to deliver high-touch service to sophisticated clients with discretion and responsiveness.
+ Team Leadership & Oversight: Proven ability to lead and mentor Estate Settlement Officers and Associates.
+ Fiduciary Judgment: Confidence in making complex fiduciary decisions and navigating risk with sound judgment.
+ Compliance & Risk Awareness: Deep understanding of legal and regulatory frameworks with a proactive approach to risk mitigation.
+ Operational Mastery: Ability to manage multiple estates, vendors, and internal systems with precision and efficiency.
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 -including you.
Senior Estate Settlement Officer
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45242
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
View Now
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6
Warehouse Settlement Analyst Hybrid
14068 Getzville, New York
Citigroup
Posted 15 days ago
Job Viewed
Job Description
Warehouse Settlement Analyst is a role within Market Operations supporting Cash Securities and facilitating timely settlement of trades. The overall objective of this role is to assist in the clearance, settlement and investigation of fixed income securities while providing best in class customer service. Analyst will be expected to handle escalations for settlement issues, demonstrate strong break/fail resolution skills to maintain or improve daily scorecard metrics, This is a highly dynamic role in a fast-paced environment where the analyst is required to adapt to the changing needs of our internal and external clients. Teamwork is an essential aspect of this role as well building and maintaining good relationships within the team and with other internal Citi teams. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data and encourages process improvement to increase efficiency/effectiveness within the team and organization.
**Responsibilities:**
+ Utilize industry and business knowledge to conduct analyses to handle complex deals and monitor day to day processing for the team.
+ Lead enhancements or defect fixes to push the business forward (business case development, requirements gathering, and UAT)
+ Demonstrate willingness to ask questions, challenge processes, and seek out answers independently
+ Work closely with manager to execute strategic initiatives
+ Demonstrate leadership by training, mentoring, and guiding junior staff
+ Work with all clients, internal and external, to resolve any issues in a timely fashion
+ Identify inefficiencies in daily tasks and lead improvement(s) in processing productivity and risk mitigation
+ Maintain and improve team metrics by preventing escalations, reducing breaks/age, and improving client experience
+ Contribute to the creation of customized reporting used to present information to management
+ Support implementation of securities processing improvements
+ Assist with identifying policy gaps and formulating policies that streamline related work processes
+ Develop and use knowledge of securities, processing practices and standards
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Demonstrated leadership roles and ability to influence others
+ Strong analytical, problem solving and PC skills (especially Excel)
+ Consistently demonstrates clear and concise written and verbal communication skills
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Securities and Derivatives Processing
---
**Time Type:**
Full time
---
**Primary Location:**
Getzville New York United States
---
**Primary Location Full Time Salary Range:**
$55,341.00 - $68,270.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 01, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Utilize industry and business knowledge to conduct analyses to handle complex deals and monitor day to day processing for the team.
+ Lead enhancements or defect fixes to push the business forward (business case development, requirements gathering, and UAT)
+ Demonstrate willingness to ask questions, challenge processes, and seek out answers independently
+ Work closely with manager to execute strategic initiatives
+ Demonstrate leadership by training, mentoring, and guiding junior staff
+ Work with all clients, internal and external, to resolve any issues in a timely fashion
+ Identify inefficiencies in daily tasks and lead improvement(s) in processing productivity and risk mitigation
+ Maintain and improve team metrics by preventing escalations, reducing breaks/age, and improving client experience
+ Contribute to the creation of customized reporting used to present information to management
+ Support implementation of securities processing improvements
+ Assist with identifying policy gaps and formulating policies that streamline related work processes
+ Develop and use knowledge of securities, processing practices and standards
+ Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Demonstrated leadership roles and ability to influence others
+ Strong analytical, problem solving and PC skills (especially Excel)
+ Consistently demonstrates clear and concise written and verbal communication skills
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Operations - Transaction Services
---
**Job Family:**
Securities and Derivatives Processing
---
**Time Type:**
Full time
---
**Primary Location:**
Getzville New York United States
---
**Primary Location Full Time Salary Range:**
$55,341.00 - $68,270.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 01, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
7
Structured Settlement Administrator / Case Manager
10261 New York, New York
UBS
Posted 3 days ago
Job Viewed
Job Description
Your role
The Settlement Solutions Group of UBS at 1285 Avenue of the Americas, New York, NY, is looking for a Structured Settlement Administrator / Case Manager. This person will be responsible for:
- Generating, reviewing and confirming the accuracy of structured settlement client proposals;
- Reviewing and coordinating all settlement documents, including, QARs, QARPs, SARs, Trusts and Court Orders;
- Coordinating interrelated activities amongst clients, attorneys, life companies, and financial consultants;
- Maintaining databases regarding open cases, funding deadlines, final contracts and providing daily status updates to the team;
- Assisting in other operational capacities as needed;
- Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures.
Detailed salary information:
• New York: the salary range for this role is $7000 to $8000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You'll be working with The Settlement Solutions Group team in the New York City office. As a Structured Settlement Administrator / Case Manager you will play an important role in working with a professional and highly respected team.
Your expertise
• Ideally 5 years of work experience as Structured Settlement Administrator / Case Manager
• proficient with Microsoft Suite Applications, including Outlook, Word and Excel
• Proficient in Quote in the Box (QIB) and other quoting software
• Bachelor's Degree preferred but not mandatory
• Life Insurance Licensed required
• Excellent Organizational Skills
• Able to Multi-task and be proactive
• Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures.
• Positive demeanor in high stress environment
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
The Settlement Solutions Group of UBS at 1285 Avenue of the Americas, New York, NY, is looking for a Structured Settlement Administrator / Case Manager. This person will be responsible for:
- Generating, reviewing and confirming the accuracy of structured settlement client proposals;
- Reviewing and coordinating all settlement documents, including, QARs, QARPs, SARs, Trusts and Court Orders;
- Coordinating interrelated activities amongst clients, attorneys, life companies, and financial consultants;
- Maintaining databases regarding open cases, funding deadlines, final contracts and providing daily status updates to the team;
- Assisting in other operational capacities as needed;
- Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures.
Detailed salary information:
• New York: the salary range for this role is $7000 to $8000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You'll be working with The Settlement Solutions Group team in the New York City office. As a Structured Settlement Administrator / Case Manager you will play an important role in working with a professional and highly respected team.
Your expertise
• Ideally 5 years of work experience as Structured Settlement Administrator / Case Manager
• proficient with Microsoft Suite Applications, including Outlook, Word and Excel
• Proficient in Quote in the Box (QIB) and other quoting software
• Bachelor's Degree preferred but not mandatory
• Life Insurance Licensed required
• Excellent Organizational Skills
• Able to Multi-task and be proactive
• Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures.
• Positive demeanor in high stress environment
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
View Now
8