Estate & Trust Administrator

M&T Bank • Stuart, FL • 3d ago

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

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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