Estate Manager / Banking / Wealth Management
TRIN71129 – Estate Manager / Banking / Wealth Management
– Indianapolis, IN
We are partnering with a well-established and highly respected financial institution in the Indianapolis market seeking an experienced Estate Manager to join its Wealth Management and Fiduciary Services team. This individual will be responsible for overseeing the administration and settlement of probate and non-probate estates, including complex fiduciary matters involving trusts, asset distributions, estate accountings, tax coordination, and legal documentation. The ideal candidate will possess a strong background in estate administration, trust services, or fiduciary management, along with excellent organizational, communication, and relationship management skills. Responsibilities include working closely with beneficiaries, attorneys, tax professionals, and internal wealth management teams to ensure estates are administered accurately, efficiently, and in accordance with applicable regulations. This position also offers the opportunity to provide leadership and guidance to estate administration staff while contributing to the continued growth of the department. This is an excellent opportunity for an estate administration professional seeking a long-term career with a financially sound institution that values personalized client service, professionalism, and expertise. For more information please contact Stu Kazor at (402) 934-3329 or email at skazor@adams-inc.com
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