Job Details
Are you a talented professional who excels at personalized service, enjoys getting involved in your communities, and has a desire to work for an award-winning bank?
Montecito Bank & Trust is seeking a professional full-time Trust Administrative Specialist II to join our Wealth Management Department. The Trust Administrative Specialist II will deliver a World Class Experience by maintaining client relationships by assisting Trust Administrators with varying aspects of client administration, correspondence, and communication. Position requires professional demeanor in interacting with high-net-worth clients. In-person office work in Santa Barbara, CA is required.
Minimum Requirements, Activities, & Responsibilities
Education & Experience:
- A college degree preferred, or 2-year associate s degree required
- A minimum of one to three years of experience in financial services area, or equivalent work experience required
- Knowledge of trust administration and/or operations preferred
- General knowledge of basic principles of portfolio investment preferred
- Ability to pursue completion of Cannon Trust Fundamentals preferred
Essential Functions: - Works at the direction of Trust Administrators in the ongoing administration of accounts
- Develop knowledge of wealth management integrated web based client platforms to access all client activity and holdings in client accounts
- Responsible for processing checks and distributions such as bill paying, monthly distributions, etc. at direction of Trust Administrators
- Provides support to operations as necessary
- Provides clerical support such as filing, answering phones, scheduling meetings
- Other duties as assigned
Skills & Capabilities: - Self-motivated with a strong desire to deliver a high quality of personalized client services
- Proficient in standard computer applications including MS Word, Excel, and Outlook
- Strong oral, written, and interpersonal communication skills
- Strong organizational, problem-solving, and time management skills
- Ability to lead by example in a team setting and work independently while performing duties
- Must be able to effectively handle multiple, simultaneous, and changing priorities
- Must be able to demonstrate highest levels of customer service and confidentiality with internal and external customers
Interested in applying? Apply through Indeed or visit our website at www.montecito.bank/careers - Review opening using the Ways to Apply tab on our Careers web page
- Once you've selected desired position, click Apply" on the top right-hand corner of the web page
- Create a personal log-in to apply
Equal Opportunity Employer/Disabled/Veteran** The typical hiring range based on qualifications and pay equity is $24.86 - $29.96 *Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. Additionally, please know that the Bank does not sponsor associates for visas, green cards, CPT, OPT, or other work authorizations.