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

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