Senior Estate Settlement Advisor

Location: Washington, DC (20006); in-office position

Base salary: $134,400.00–$249,600.00 per year, with incentive eligibility.

Company

hirify.global is a financial services company with a Private Bank organization serving customers through fiduciary, estate, and wealth management services.

What you will do

• Execute wills, trusts, and other estate documents in which hirify.global serves as executor or trustee.
• Administer complex estates, including special assets, liquidity needs, concentrated holdings, valuations, and beneficiary conflicts.
• Coordinate fiduciary, tax, financial planning, court, and state-required filings and deadlines.
• Work with external entities and Centers of Influence to implement fiduciary and tax-planning strategies.
• Manage relationship retention and business development opportunities related to estate settlement services.
• Serve as a subject-matter resource, escalation point, and proxy for fiduciary leadership while supporting work assignment decisions.

Requirements

• Typically requires a bachelor’s degree or a comparable combination of education, certifications, and experience.
• At least 8 years of relevant industry experience is typically expected.
• Experience with fiduciary responsibilities, estate administration, legal practices, financial services regulation, and risk assessment.
• Strong decision-making, communication, problem-solving, accuracy, and attention to detail.
• Ability to manage customer relationships, business development, and complex fiduciary matters.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• In-office workplace with an emphasis on collaboration, inclusion, and employee contribution.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid holidays, absence days, parental leave, and 15–25 vacation days depending on career level and service.