Lead Trust Officer, Wealth Management

Montecito Bank & Trust; Montecito (CA); Hybrid; USD 118,000 - 158,000; Full time

Benefits offered by this job

401K Matching/Retirement Planning

Bank Gatherings, Events & AssociateEng

Employee Engagement Activities

Job summary

Montecito Bank & Trust is seeking a full-time Trust Officer in Montecito, CA, joining the Wealth Management team. You will apply deep knowledge in trust and estate matters, investment management, and financial planning to serve high-net-worth clients, while collaborating with Relationship Managers to grow client relationships.

The role emphasizes fiduciary duties, complex account administration, and regulatory compliance, with onsite work and a competitive compensation package.

Qualifications

• 5–8 years of financial services experience required.
• 5–8 years of trust administration experience preferred.
• CTFA or CFP designation preferred.
• Experience overseeing trust real estate assets preferred.

Responsibilities

• Manage revocable and irrevocable trusts, testamentary trusts, and related accounts.
• Identify and address wealth management issues with clients and underwriting of new accounts.
• Oversee management of trust real estate per policies, including inspections and insurance.
• Support Senior Trust Officers and Fiduciary Trust Manager as needed.
• Ensure compliance with regulatory standards and internal policies.

Skills

Financial services experience

Trust administration

Education

CTFA/CFP designation

Job description

Montecito Bank & Trust is seeking a full-time Trust Officer in Montecito, CA, joining the Wealth Management team. You will apply deep knowledge in trust and estate matters, investment management, and financial planning to serve high-net-worth clients, while collaborating with Relationship Managers to grow client relationships.

The role emphasizes fiduciary duties, complex account administration, and regulatory compliance, with onsite work and a competitive compensation package.