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

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

Estate & Trust Administrator

Key skills