Senior Trust & Estate Administrator

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

Benefits offered by this job

Retirement benefits

Paid time off

Parental leave

Job summary

Northern Trust is seeking an experienced estate and personal trust professional to marshal, administer, and optimize complex estates, tax matters, and fiduciary responsibilities for high-net-worth clients in the U.S. This role requires deep knowledge of estate planning, tax laws, investments, and real estate, with oversight of court filings and distributions.

Minimum 8 years in estate administration or personal trust; strong communication with beneficiaries; collaboration with internal teams and

Qualifications

• Advanced knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, accounting, trust operations.

Responsibilities

• Marshals and administers assets in complex estates and taxable trusts.
• Decides tax elections, reserves, valuation and asset disposition.
• Manages accounts with sophisticated estate plans and assets.
• Coordinates with internal tax support, co-fiduciaries, and outside counsel.
• Educates clients on bank products, services, and regulatory/tax changes.
• Reviews funding and distributions, oversees court documents.

Skills

Estate planning

Taxation

Fiduciary duties

Investments

Tools

Estate administration

Personal trust

Job description

Northern Trust is seeking an experienced estate and personal trust professional to marshal, administer, and optimize complex estates, tax matters, and fiduciary responsibilities for high-net-worth clients in the U.S. This role requires deep knowledge of estate planning, tax laws, investments, and real estate, with oversight of court filings and distributions.

Minimum 8 years in estate administration or personal trust; strong communication with beneficiaries; collaboration with internal teams and