Estate Administrator II

M&T Bank • Stuart, FL

2d • $74,600 - $124,400 • Onsite

About The Position

The Estate Administrator II manages the full lifecycle of estate administration and settlement for high-net-worth clients, typically involving estates of $3 million or more. This is a hands-on role focused on estate settlement, with limited client-facing interaction in the office. The position is full-time and in-office, working as part of a collaborative team of approximately four.

Requirements

• Bachelor's degree and at least 3 years of estate and trust settlement administrative experience; alternatively, a combined minimum of 7 years of higher education and/or work experience, including at least 3 years of estate and trust settlement administrative experience.

Nice To Haves

• Background in banks, law firms, or fiduciary environments.
• Experience working with high-net-worth clients.
• Strong analytical, organizational, and communication skills.
• JD or advanced credentials.

Responsibilities

• Lead estate settlement from start to finish, including identifying and marshaling assets, reviewing legal documents, reviewing income and estate tax returns and accounting, and overseeing distributions.
• Coordinate with outside counsel to ensure legal documents are completed accurately.
• Partner with accountants, appraisers, and internal teams.
• Serve as the 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level