M&T Bank
Financial Services
Estate&TrustAdministrator
Neural analysis suggests this role is
optimal for Mid candidates.
“Estate & Trust Administrator at M&T Bank. Skills: Estate settlement, Trust administration. Lead estate settlement from start to finish. Identify and marshal assets”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
3 years estate and trust settlement administrative experience, minimum of 7 years’ higher education and/or work experience, minimum of 3 years’ estate and trust settlement administrative experience
Nice to Have
Background from banks, law firms, or fiduciary environments, Experience working with high-net-worth clients, JD or advanced credentials
What You'll Do.
Lead estate settlement from start to finish
Identify and marshal assets
Review legal documents
Review income and estate tax returns
Oversee distributions
Coordinate with outside counsel
Ensure legal documents are completed accurately
Partner with accountants
Partner with appraisers
Partner with internal teams
Serve as primary contact for beneficiaries
Serve as primary contact for external partners
Collaborate with Trust Officers on interim trust administration
Ensure risk management
Mentor junior team members
How You'll Work.
Team & Collaboration
Collaborative team; Partner with accountants; Partner with appraisers; Partner with internal teams; Collaboration with Trust Officers
Full 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 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
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