Senior Trust & Estate Advisor

NBT Bancorp Inc.; Williamsville (IL); On-site; USD 83,000 - 110,000; Full time

Benefits offered by this job

401(k) with employer matching

Comprehensive medical coverage

Dental and vision coverage

Tuition reimbursement

Job summary

NBT Bank seeks an experienced fiduciary specialist to administer trusts, estates and agencies, acting as a trusted advisor to high‑level clients. You will guide junior staff, ensure strict compliance, and drive cross‑selling across wealth management products.

Requires a four‑year degree and 8+ years in trust/estate administration, with leadership experience preferred. Travel under 25% and a driver’s license are expected; strong MS Office skills are essential for day‑to‑day client engagements.

Qualifications

• Four year college graduate or equivalent experience with strong computer literacy and financial experience.
• 8 years relevant administrative experience in a trust department, charitable or financial services, organization, insurance, or law firm preferred.
• Completion of career specific training such as Cannon Trust or New York Bankers Trust Schools covering estate and trust administration and taxation.
• Leadership or supervisory experience is preferred.

Responsibilities

• Client relationship management, coordinating services, and acting as trusted advisor to clients and families.
• Ensure overall compliance of accounts and relationships with policies and procedures.
• Promote revenue growth through enhanced relationships and cross-selling with other bank partners.
• Apply knowledge of personal, fiduciary and transfer taxation to administration of accounts.
• Oversee estate settlements from probate to final accounting with asset valuations and tax filings.
• Support management with reviews, communications, and mentoring of junior staff.
• Other duties as assigned.

Skills

Client relationship management

Compliance oversight

Cross-selling

Mentoring

Communication skills

Documentation interpretation

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Industry software

Job description

NBT Bank seeks an experienced fiduciary specialist to administer trusts, estates and agencies, acting as a trusted advisor to high‑level clients. You will guide junior staff, ensure strict compliance, and drive cross‑selling across wealth management products.

Requires a four‑year degree and 8+ years in trust/estate administration, with leadership experience preferred. Travel under 25% and a driver’s license are expected; strong MS Office skills are essential for day‑to‑day client engagements.