Estate 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
