Estate & Trust Administrator

Job Description

Estate & Trust Administrator
We are seeking an experienced Estate Settlement Administrator to manage the full lifecycle of estate administration for high-net-worth clients (typically $3MM+ estates). This role is hands-on and focused on estate settlement.

Key Responsibilities

- Lead estate settlement from start to finish: identify/marshal assets, review legal documents, review income and estate tax returns, review accounting, and oversee distributions

- Coordinate with outside counsel, ensuring legal documents are completed accurately

- Partner with accountants, appraisers, and internal teams

- Serve as primary contact for beneficiaries and external partners

- Collaboration with Trust Officers on interim trust administration

- Ensure compliance, risk management, and fee oversight

- Mentor junior team members

Education and Experience Required:

- Bachelor's degree and a minimum of 3 years’ estate and trust settlement administrative experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ estate and trust settlement administrative experience

Education and Experience Preferred:

- Background from banks, law firms, or fiduciary environments preferred

- Experience working with high-net-worth clients

- Strong analytical, organizational, and communication skills

- JD or advanced credentials a plus

Work Environment

- Full-time, in-office role (collaborative team of ~4)

- Limited client-facing in-office interaction

#LI-LA1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $74,600.00 - $124,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:
Stuart, Florida, United States of America

R86038