Estate & Trust Administrator

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
• Collaborate 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
• 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

Pay

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).

Location

Stuart, Florida, United States of America