Senior Trust Administrator

M&T Bank Corporation; New York (NY); On-site; USD 76,000 - 127,000; Full time

Job summary

Wilmington Trust, a part of M&T Bank Corporation, is seeking a Senior Trust Administrator in New York. You will work with Trust Officers to manage fiduciary relationships, including Delaware directed trusts and discretionary trusts, delivering precise service for high-net-worth clients.

Located at our Park Avenue office in Midtown Manhattan, this role offers exposure to complex assets, accountability for documentation, and collaboration across teams to ensure compliant, client-focused wealth

Qualifications

• Bachelor's degree and a minimum of 2 years of experience supporting fiduciary account administration, trust administration, estate administration, or related financial services.
• In lieu of a degree, a combination of education and relevant experience, including at least 2 years supporting fiduciary or trust administration activities.
• Strong verbal and written communication skills.
• Proven organizational and client service skills.
• Proficiency with Microsoft Office and business systems.
• Demonstrated professionalism, discretion, and attention to detail.

Responsibilities

• Partner with Trust Officers to administer a portfolio of trust relationships.
• Serve as a primary point of contact for clients, beneficiaries, attorneys, accountants, and other trusted advisors.
• Support the administration of Delaware directed and discretionary trusts.
• Assist with trusts holding closely held business interests and other complex assets.
• Review trust agreements, wills, settlement agreements, modifications, and other fiduciary documents.
• Coordinate client requests and collaborate with internal partners across investments, tax, legal, compliance, and operations.
• Assist with new account onboarding, trust funding, beneficiary updates, fee arrangements, account coding, and account closures.
• Monitor account activity and identify matters requiring escalation or additional review.
• Maintain accurate account records and documentation while leveraging technology and operational resources to support efficient administration.
• Prepare client materials, account reviews, and business presentations as needed.
• Stay current on fiduciary regulations, trust and estate administration practices, and industry developments.

Skills

Client service

Communication

Organization

Attention to detail

Fiduciary knowledge

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Business systems

Job description

Senior Trust Administrator

At Wilmington Trust, we help individuals, families, family offices, and business owners preserve and transfer wealth across generations. As a Trust Administrator, you'll play an integral role in supporting the administration of complex trust relationships while delivering the exceptional service and attention to detail our clients expect. Working alongside experienced Trust Officers, you'll help manage fiduciary relationships involving Delaware directed trusts, discretionary trusts, and entities holding closely held business interests and other unique assets. This role offers the opportunity to deepen your fiduciary expertise, build meaningful client relationships, and develop a long-term career in trust and wealth administration.

What You’ll Do

• Partner with Trust Officers to administer a portfolio of trust relationships, ensuring accounts are managed in accordance with governing documents, fiduciary standards, and regulatory requirements.
• Serve as a primary point of contact for clients, beneficiaries, attorneys, accountants, and other trusted advisors, delivering responsive and personalized service.
• Support the administration of Delaware directed and discretionary trusts, including account maintenance, distributions, trust reviews, and documentation.
• Assist with trusts holding closely held business interests and other complex assets.
• Review and interpret trust agreements, wills, settlement agreements, modifications, and other fiduciary documents.
• Coordinate client requests and collaborate with internal partners across investments, tax, legal, compliance, and operations to deliver seamless service.
• Assist with new account onboarding, trust funding, beneficiary updates, fee arrangements, account coding, and account closures.
• Monitor account activity and identify matters requiring escalation or additional review.
• Maintain accurate account records and documentation while leveraging technology and operational resources to support efficient administration.
• Prepare client materials, account reviews, and business presentations as needed.
• Stay current on fiduciary regulations, trust and estate administration practices, and industry developments.

What Makes You Successful

• Strong interest in fiduciary administration and wealth management.
• Excellent communication skills and ability to interact confidently with clients and advisors.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Attention to detail and commitment to accuracy.
• Sound judgment and understanding of fiduciary responsibilities.
• Collaborative approach and willingness to partner across teams to deliver exceptional client outcomes.
• Professionalism, integrity, and a client-first mindset.

Qualifications Required

• Bachelor's degree and a minimum of 2 years of experience supporting fiduciary account administration, trust administration, estate administration, or related financial services, legal, or wealth management experience.
• In lieu of a degree, a combination of education and relevant experience, including at least 2 years supporting fiduciary or trust administration activities.
• Strong verbal and written communication skills.
• Proven organizational and client service skills.
• Proficiency with Microsoft Office and business systems.
• Demonstrated professionalism, discretion, and attention to detail.

Preferred

• 3+ years of trust and estate administration experience.
• Experience supporting Delaware directed trusts and discretionary trust relationships.
• Ability to read and interpret trust agreements, wills, and other governing instruments.
• Certified Trust and Fiduciary Advisor (CTFA) designation or interest in pursuing certification.
• Understanding of fiduciary administration, distributions, trust taxation, and wealth transfer planning.
• Strong relationship management and interpersonal skills.

Why Wilmington Trust?

Join a team that administers some of the most sophisticated fiduciary relationships in the industry. You'll work alongside experienced trust professionals supporting high-net-worth and multigenerational families while developing expertise in complex trust structures, fiduciary administration, and wealth preservation strategies.

Located in our Park Avenue office, you'll enjoy a premier Midtown Manhattan location just one block from Grand Central Terminal, convenient underground access, on-site fitness amenities, and numerous dining options nearby.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location: New York, New York, United States of America

Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do.

We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.