ForgeApply · Job listing
Estate & Trust Administrator
M&T Bank
Tailor your resume for this M&T Bank job in about a minute.
ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for M&T Bank's site. Free trial, no card required.
About this role
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
Tailor your resume for this M&T Bank role before you apply.
Tailor my resume for this jobSimilar jobs
- Senior Estate Administrator, WM — Northern Trust · Austin, TX | Houston, TX | Dallas, TX
- Trust Administrator — Fifth Third Bank · Farmington Hills, MI | Austin, TX | Winston Salem, NC
- Trust Officer-Trust & Estate Settlement — KeyBank · Brooklyn, OH
- Director of Trust Administration — Bitgo · Sioux Falls, South Dakota, United States
- Property Administrator — Colliers · New York, United States
- Estate Planning Strategist, Vice President — Morgan Stanley · Purchase, New York, United States | Atlanta GA 1075 | NY - 2000 Westchester Ave
- Settlement Officer III - Estate Settlement — Bank of America · Washington | Richmond
- Legal Administrator — Fogo de Chão · Irving, TX
More like this: More jobs at M&T Bank · Browse all jobs
Free ATS checker · How to Tailor Your Resume to a Job Description (Step by Step)