Estate & Trust Administrator
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 onestate 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