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Estate Administrator II

Manufacturers and Traders Trust Co · unitedfinancialinc.com
StuartMid level3+ yrs
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Straight from the company’s own careers site.

The job in short

Estate administration.

AccountingTaxLegal

Details

Found
7 d ago · posted 2026-11-04
Location
Stuart, FL
Pay (as listed)
$74,600–$124,400 a year

Full description

Estate 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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