M&T Bank Corporation

Estate & Trust Administrator

M&T Bank Corporation$74K — $124K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 3+ years in estate and trust settlement; or 7+ years of relevant experience including 3+ years in estate administration.
  • Experience preferred from banks, law firms, or fiduciary environments.
  • Proven analytical, organizational, and communication skills.
  • Experience with high-net-worth clients is preferred.
  • JD or other advanced certifications are a plus.

Responsibilities

  • Lead full estate settlement lifecycle from asset identification to distributions.
  • Oversee the accurate completion of legal documents with outside counsel.
  • Collaborate with accountants and appraisers as well as internal teams.
  • Act as primary contact for beneficiaries and external partners.
  • Work with Trust Officers for interim trust administration.
  • Ensure compliance and manage risks associated with settlements.
  • Provide mentorship to junior team members.

Benefits

  • Full-time, in-office role fostering teamwork.
  • Collaborative environment with a small team (~4 members).
  • Limited in-person client interaction allows for focused administrative work.
Full Job Description

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

About M&T Bank Corporation

M&T Bank is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, operates banking offices in New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia, and the District of Columbia. Trust-related services are provided by M&T's Wilmington Trust-affiliated companies and by M&T Bank. M&T Bank traces its origins to the founding of Manufacturers and Traders Bank in Buffalo, New York. As a result of mergers, acquisitions, and name changes, M&T Bank Corporation's principal bank is now known as Manufacturers and Traders Trust Company or M&T Bank. M&T Bank reorganized under a bank holding company in 1969 called First Empire State Corporation. The name was changed in 1998 to M&T Bank Corporation, whose common stock is listed on the New York Stock Exchange and trades under the symbol "MTB."

M&T Bank Corporation Careers

Join the vibrant team at M&T Bank Corporation, a leading financial institution where innovation meets tradition, offering a plethora of job opportunities across various sectors. As one of the most respected banks in the nation, M&T Bank Corporation is the perfect place to jumpstart or advance your career in the financial services industry.

Work You’ll Do

At M&T Bank Corporation, you will be part of a culture that cherishes diversity, leadership, and professional growth. Engage in work that makes a real difference in the community while fostering your career development through comprehensive training programs and diverse learning opportunities.

Innovate and Lead

Embrace the chance to work on projects that integrate cutting-edge financial technologies with robust, traditional banking practices. M&T Bank Corporation is at the forefront of the financial industry, offering innovative solutions that redefine banking standards. Our leadership in the market is driven by a commitment to excellence and continuous improvement.

Career Growth and Opportunities

Whether you are looking for an entry-level position or a more senior role, M&T Bank Corporation provides a dynamic pathway for career advancement. With a variety of job opportunities ranging from internships to full-time positions, you can find the perfect match for your skills and ambitions. Our team is dedicated to helping you navigate your career path with tailored development plans and leadership training.

Join Our Team

Explore job opportunities and join a team that values hard work, creativity, and strategic thinking. M&T Bank Corporation is hiring professionals who are passionate about finance and eager to contribute to a team-oriented environment. Enhance your skills through hands-on experience and ongoing professional development.

Networking and Professional Development

At M&T Bank Corporation, networking and professional development are part of our DNA. Connect with industry leaders, participate in high-impact networking events, and take advantage of our mentorship programs. Our employees benefit from a supportive network that boosts their career trajectories and fosters meaningful professional relationships.

Benefits and Culture

Enjoy a comprehensive benefits package that supports both your professional and personal life. M&T Bank Corporation offers competitive salaries, health benefits, and retirement plans designed to ensure the well-being of our team members and their families. Experience a supportive and inclusive culture where every employee is valued and given the opportunity to thrive.

How to Apply

Ready to take the next step in your career? Visit the M&T Bank Corporation Careers page to browse current openings, submit your resume, and prepare for your interview. We are excited to see how your skills and ideas can contribute to our continued growth and success.

Stay Connected

Keep up to date with the latest from M&T Bank Corporation by following our careers blog. Gain insights from our experts and stay informed about new job openings and upcoming networking events. Join M&T Bank Corporation today and be part of a team that is dedicated to growth, innovation, and leadership in the banking industry. Your future starts here!
Learn more about M&T Bank Corporation
Size
17,115 employees
Market Cap
$25.2 billion
Industry
Net Income
$1.3 billion
Founded
1868
5 Year Trend
+0.2%
NASDAQ

Similar Jobs

More Jobs at M&T Bank Corporation

More Legal & Accounting Jobs

Find similar Estate & Trust Administrator jobs: