Estate & Trust Administrator

M&T Bank

Estate Settlement Administrator managing high-net-worth estate administration for clients. Leading asset marshaling, legal document review, and compliance oversight within a collaborative team environment.

Posted 7/1/2026full-timeStuart • Florida, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $74,600 - $124,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate settlement processes, including asset identification, legal document review, and compliance oversight. Proven ability to collaborate with legal and financial professionals while mentoring junior team members in a fiduciary environment.

Highest-signal resume keywords

Estate Settlement AdministrationLegal Document ReviewHigh-Net-Worth Client ManagementAnalytical SkillsCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Asset IdentificationIncome Tax Return ReviewEstate Tax Return ReviewAccounting ReviewFee Oversight

Soft Skills

Organizational SkillsCollaborationMentoring

Certifications & Qualifications

JDAdvanced Credentials

Industry Keywords

Fiduciary EnvironmentTrust AdministrationRisk ManagementBeneficiary CommunicationLegal Compliance

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Medical
Retirement
Paid volunteer time