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