Strategic Estate & Trust Administration Leader

Northern Trust; Sarasota (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust is hiring a Senior Estate Administrator in Sarasota, Florida. This role requires managing complex probate estates and trusts with advanced knowledge of estate planning and tax laws. Candidates should possess a minimum of 8 years of relevant experience and demonstrate strong judgment in sensitive estate matters. The position emphasizes coordination with internal and external parties to fulfill fiduciary responsibilities, oversee asset administration, and prepare necessary documentation. Join a prestigious firm committed to providing tailored financial services to clients.

Qualifications

• Minimum of 8 years of experience in estate administration or personal trust.
• Comprehensive exposure to legal, tax, investment, and operational elements.

Responsibilities

• Administer assets in complex estates and taxable trusts.
• Decide on substantive questions regarding estates.
• Manage accounts with sophisticated estate plans.
• Prepare necessary tax returns and documents.
• Advise on estate cash requirements and investment objectives.

Skills

Advanced knowledge of estate planning

Strong judgment and problem-solving skills

Job description

Northern Trust is hiring a Senior Estate Administrator in Sarasota, Florida. This role requires managing complex probate estates and trusts with advanced knowledge of estate planning and tax laws. Candidates should possess a minimum of 8 years of relevant experience and demonstrate strong judgment in sensitive estate matters. The position emphasizes coordination with internal and external parties to fulfill fiduciary responsibilities, oversee asset administration, and prepare necessary documentation. Join a prestigious firm committed to providing tailored financial services to clients.