Estate & Trust Administrator

Wilmington Trust

  • Stuart, Florida
  • 20 days ago

    Highlights

    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. We are seeking an experienced Estate Settlement Administrator to manage the full lifecycle of estate administration for high-net-worth clients (typically $3MM+ estates).

    Numbers & Facts

    LocationStuart, Florida

    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

    #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

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