About the role

Aplyr's Quick Take

This role is about managing the entire estate settlement process for wealthy clients, including asset identification, legal document review, and overseeing distributions. It's a hands-on individual contributor position that involves collaboration with various professionals like lawyers and accountants.

Good fit

Ideal candidates have at least 3 years of experience in estate and trust administration, preferably from banks or law firms. Strong analytical and communication skills are essential, and those who thrive in collaborative environments will do well.

Worth noting

The role is in-office and involves limited client interaction, which might not suit those looking for a more client-facing position. There's also a mentoring aspect for junior team members, indicating a potential for leadership development.

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

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

Skills & Tags

rust

Aplyr's read

M&T Bank is a regional financial institution with a strong community focus, attracting professionals in commercial banking and financial services.
Synthesized from recent postings & public sources

What's promising

•M&T Bank has a strong regional presence in the Northeastern U.S.
•The bank offers diverse career opportunities in commercial and retail banking.
•M&T Bank is known for its community-oriented approach and local involvement.

What to watch

•M&T Bank faces competition from larger national banks.
•Limited public information about its technological innovation initiatives.
•The bank's regional focus may limit geographic career mobility.

Why M&T Bank

•M&T Bank emphasizes a community-focused banking model.
•The company offers specialized roles in commercial credit and equipment financing.
•M&T Bank provides hybrid work opportunities for certain roles, enhancing work-life balance.

Aplyr’s read is generated by AI from public sources. Was it useful?

About M&T Bank

M&T Bank

mtb.com

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M&T Bank is a regional bank holding company that provides a wide range of financial services, including commercial and retail banking, investment services, and mortgage banking.