Senior Estate & Trust Administrator

ntrs; New York (NY); On-site; USD 158,000 - 276,000; Full time

Job summary

Northern Trust is hiring for a senior role in estate administration/personal trust, leveraging advanced knowledge of estate planning, tax laws, and fiduciary operations. You will coordinate with legal, tax, and investment teams to manage complex estates and ensure compliant, client-focused service.

The role requires extensive experience and offers a comprehensive benefits package, with a strong emphasis on professional development and client outcomes. This on-site position is based in New York.

Qualifications

• Minimum 8 years experience in estate administration or personal trust.
• Strong knowledge of estate planning, tax laws, trust operations.
• Experience coordinating with legal, tax, and investment teams.

Responsibilities

• Marshals and administers assets in complex estates and taxable trusts.
• Decides all substantive questions within the estate including tax elections, use of tax reserves, disposition, valuation and collection of assets, raising of cash, resolution of liabilities, audits, and litigation.
• Manages accounts with sophisticated estate plans, unusual assets, complicated provisions, tax matters and investment decisions.
• Coordinates the balance of account requirements and customer needs during the estate settlement period, communicating investment decisions with interested parties.
• Educates clients on bank products and services, regulatory/tax changes, and fiduciary responsibilities.
• Cultivates relationships for expanded business opportunities with the bank (personal trust, securities, investment management, private banking).
• Oversees funding, distributions, and court documents; coordinates litigation as needed.
• Serves as a resource for training and consultation on estate matters.

Skills

Estate planning

Tax laws

Trust operations

Investments

Real estate

Accounting

Fiduciary income

Job description

Northern Trust is hiring for a senior role in estate administration/personal trust, leveraging advanced knowledge of estate planning, tax laws, and fiduciary operations. You will coordinate with legal, tax, and investment teams to manage complex estates and ensure compliant, client-focused service.

The role requires extensive experience and offers a comprehensive benefits package, with a strong emphasis on professional development and client outcomes. This on-site position is based in New York.