Estate & Trust Administrator
Wilmington Trust•Stuart, FL
•$74,600 - $124,400•Onsite
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
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
Benefits
- medical
- retirement
- forty hours of paid volunteer time each year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
