Estate Administrator II
Core
Manage the full lifecycle of estate settlement for high-net-worth clients, including asset identification, legal review, tax return oversight, and distribution coordination.
Role type
Senior IC estate settlement administrator
Builds
Estate settlement processes and distributions for high-net-worth clients
Domain
Wealth management / Estate planning
Deliverable
client delivery
Required skills
Estate and trust settlement administration, asset identification and marshaling, legal document review, income and estate tax return review, accounting oversight, beneficiary communication, outside counsel coordination, compliance and risk management, fee oversight, mentorship
Preferred skills
Experience with high-net-worth clients, background in banks, law firms, or fiduciary environments, JD or advanced credentials
Technologies
None stated
Responsibilities
Lead estate settlement from start to finish, coordinate with outside counsel, partner with accountants and appraisers, serve as primary contact for beneficiaries, collaborate with Trust Officers, ensure compliance and risk management, mentor junior team members
Seniority
Mid-level, hands-on IC
