Estate & Trust Administrator
$74,600–$124,400 year
On-siteStuart, Florida, United States or Harrisburg, Pennsylvania, United States
Job Summary
Lead estate settlement from start to finish for high-net-worth clients by identifying and marshaling assets, reviewing legal documents, tax returns, and accounting, and overseeing distributions. Coordinate with outside counsel, accountants, and appraisers while serving as the primary contact for beneficiaries and external partners. Partner with Trust Officers on interim trust administration and ensure compliance, risk management, and fee oversight. Mentor junior team members within a collaborative in-office team of four. This full-time role supports M&T Bank's wealth management and institutional capabilities across 12 states, blending traditional banking services with specialized trust solutions.
Required Qualifications
- Bachelor's degree
- Minimum of 3 years' estate and trust settlement administrative experience
- Combined minimum of 7 years' higher education and/or work experience (in lieu of a degree)
- Minimum of 3 years' estate and trust settlement administrative experience (in lieu of a degree)
- Full-time employment
- In-office role
- Location in Stuart, Florida, United States of America
- Drug free workplace compliance
Desired Qualifications
- Background from banks, law firms, or fiduciary environments
- Experience working with high-net-worth clients
- Strong analytical skills
- Strong organizational skills
- Strong communication skills
- JD or advanced credentials
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