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⏰ Full-time

Estate & Trust Administrator

M&T Bank
Location πŸ“ Stuart, United States
Posted πŸ“… June 15, 2026
Work Type ⏰ Full-time

Position Overview

**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 set...

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Job Details

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Employment Type
Full-time
πŸ“Š
Category
other-general
🏠
Work Arrangement
On-site
πŸ“
Location
Stuart, United States