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Part Time Estate Settlement Officer Jobs (NOW HIRING)

City Personnel

Real Estate Paralegal

Cranston, RI

$25 - $30/hr

... and settlement documentation. * Maintain organized transaction files and document management systems. Qualifications of the Part-Time Real Estate Paralegal: * 1+ years of real estate paralegal ...

Vellum Law

Real Estate Paralegal

Boca Raton, FL · Remote

$40/hr

A defined growth path -- this role starts part-time with a plan to convert to full-time, benefits ... preparing settlement statements. * Communicate directly with brokers, lenders, and clients to ...

Allied Universal

Security Officer Part Time

Lebanon, IN · On-site

$20/hr

As an Access Control Officer at a commercial real estate location, you will help maintain a ... Position Type: Part Time Pay Rate: $20.00 / Hour Job Schedule: DayTimeThur02:00 PM - 10:00 PMFri02 ...

Allied Universal

Security Officer Part Time

Lebanon, IN · On-site

$20/hr

As an Access Control Officer at a commercial real estate location, you will help maintain a ... Position Type: Part Time Pay Rate: $20.00 / Hour Job Schedule: DayTimeThur02:00 PM - 10:00 PMFri02 ...

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Part Time Estate Settlement Officer information

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$32.5K

$62.1K

$103.5K

How much do part time estate settlement officer jobs pay per year?

As of Aug 24, 2026, the average yearly pay for part time estate settlement officer in the United States is $62,148.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $74,500.00 per year, depending on experience, location, and employer.

What does a part time estate settlement officer do?

A Part Time Estate Settlement Officer manages the process of settling estates after someone has passed away. This includes handling legal documents, working with beneficiaries, paying debts and taxes, and distributing assets according to the will or state law. Since the role is part-time, they may handle a smaller caseload or work flexible hours to assist clients and legal professionals. The position typically requires strong organizational skills, knowledge of probate law, and attention to detail.

What are some common challenges faced by part time estate settlement officers when managing multiple estates simultaneously?

Part Time Estate Settlement Officers often juggle several estates at once, which can present challenges in prioritizing tasks, meeting deadlines, and ensuring compliance with legal and financial regulations for each case. Effective organization and strong communication skills are essential, as officers must coordinate with attorneys, beneficiaries, financial institutions, and sometimes government agencies. Balancing these responsibilities on a part-time schedule requires proactive time management and adaptability to shifting priorities. Many officers find success by leveraging digital tools to track tasks and deadlines, and by maintaining clear records for each estate.

What are the key skills and qualifications needed to thrive as a part time estate settlement officer, and why are they important?

To thrive as a Part Time Estate Settlement Officer, you need knowledge of estate laws, probate procedures, and financial account management, typically supported by a degree in finance, law, or a related field. Familiarity with trust administration software, document management systems, and possibly certification such as Certified Trust and Fiduciary Advisor (CTFA) is often required. Strong organizational skills, attention to detail, and effective communication are critical soft skills for managing sensitive information and collaborating with beneficiaries. These abilities ensure accurate and efficient estate settlement while maintaining compliance and client trust.

What is the difference between Part Time Estate Settlement Officer vs Part Time Probate Assistant?

AspectPart Time Estate Settlement OfficerPart Time Probate Assistant
Required CredentialsLegal knowledge, estate settlement certificationsLegal support, probate process familiarity
Work EnvironmentLegal offices, estate agenciesLaw firms, courts, estate departments
Employer & IndustryLegal firms, estate management companiesCourts, law firms, probate departments
Search & Comparison IntentUnderstanding estate settlement rolesAssisting in probate procedures

Part Time Estate Settlement Officers focus on managing estate settlements, requiring legal knowledge and certifications. In contrast, Part Time Probate Assistants support probate processes, often assisting lawyers or clerks. Both roles operate within legal and estate environments but differ in responsibilities and scope.

What cities are hiring for Part Time Estate Settlement Officer jobs?

Cities with the most Part Time Estate Settlement Officer job openings:

What are the most commonly searched types of Estate Settlement Officer jobs?

The most popular types of Estate Settlement Officer jobs are:

What states have the most Part Time Estate Settlement Officer jobs?

States with the most job openings for Part Time Estate Settlement Officer jobs include:

Part Time Estate Settlement Officer jobs near you
Infographic showing various Part Time Estate Settlement Officer job openings in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $62,148 per year, or $29.9 per hour.

VP, Regional Senior Trust Officer

Bettendorf, IA • On-site

CBI Bank & Trust
Commercial Banking • 51 - 200 employees
Learn more about CBI Bank & Trustexternal

$100K - $120K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

Description:

Job Summary:

The VP, Regional Senior Trust Officer is a fiduciary and senior relationship manager responsible for the comprehensive administration of trust, estate, and wealth management relationships, primarily serving high-net-worth individuals and families. This role requires advanced knowledge of trust law, estate settlement, investments, and taxation, as well as a strong understanding of the Quad Cities market and its unique business, family, and community dynamics. The VP, Regional Senior Trust Officer serves as a trusted advisor to clients and beneficiaries, ensures compliance with governing documents and regulatory requirements, and contributes to the growth of the Trust and Wealth Management division through relationship expansion and new business development.


Essential Duties & Responsibilities

Trust & Wealth Administration

  • Serve as fiduciary officer for a portfolio of complex trust, estate, and agency accounts, including multigenerational and high-net-worth relationships, ensuring administration in accordance with governing documents, fiduciary standards, and applicable laws.
  • Administer complex estates and trusts where the bank serves as executor, administrator, or trustee, including asset management, fiduciary accountings, coordination and filing of required tax returns, distributions, and estate closings.
  • Evaluate discretionary distribution requests and provide fiduciary guidance that balances beneficiary needs, trust objectives, tax considerations, and long-term wealth preservation.
  • Partner with investment officers and advisors to ensure assets are prudently managed while identifying and mitigating fiduciary, operational, and regulatory risk.

Business Development & Relationship Management

  • Leverage trust, wealth, and regional market expertise to develop new fiduciary and investment relationships, primarily within the Quad Cities area, but also in our Stateline Market (Roscoe, IL and Beloit, WI).
  • Serve as a trusted advisor to high-net-worth clients, beneficiaries, attorneys, accountants, and financial advisors, delivering tailored trust and wealth solutions.
  • Collaborate with internal bank partners to provide integrated client solutions and generate cross-referrals.
  • Build and maintain strong referral networks with Quad Cities–based centers of influence and meet business development objectives established by the Senior Trust Officer.

Community Engagement & Professional Presence

  • Represent CBI Bank & Trust within the Quad Cities community by supporting initiatives that address the fiduciary, financial planning, and legacy needs of individuals and families.
  • Maintain active participation in nonprofit, professional, or civic organizations, preferably in leadership roles.
  • Participate in client, community, and educational events to enhance visibility and strengthen client and referral relationships.
  • Serve as a subject matter expert for trust and wealth management at community or professional engagements as requested.
Requirements:

Qualifications:

  • Bachelor’s degree required; BS/BA preferred
  • CTFA or equivalent trust and wealth designation required
  • 5+ years of experience as a Trust Officer or in a comparable investment or wealth management role.
  • Demonstrated experience working with high-net-worth individuals and families
  • Advanced knowledge of trust and estate administration, fiduciary taxation, and investment principles
  • Strong familiarity with the Quad Cities market and local professional networks
  • Proven ability to build long-term client and referral relationships

Employee Benefits:

In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.

We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.