Senior Trust & Wealth Advisor

ADP, Inc.; Montecito (CA); On-site; USD 118,000 - 158,000; Full time

Benefits offered by this job

401K matching

Bank gatherings

Associate engagement activities

Job summary

Montecito Bank & Trust is seeking a full-time Trust Officer in Montecito, CA to join the Wealth Management team. You will apply deep knowledge of trust and estate matters, investment management, and financial planning to serve high-net-worth clients and their families.

Work is onsite with a focus on fiduciary duties, complex account administration, real estate assets, and cross-functional collaboration with relationship managers and legal/compliance partners.

Qualifications

• 5-8 years of experience in financial services and trust administration.
• CTFA or CFP designation preferred.
• Experience overseeing trust-related real estate assets preferred.

Responsibilities

• Manage revocable, irrevocable, testamentary, charitable remainder, and other trusts according to governing documents.
• Identify and address wealth management issues, underwrite new accounts, administer, terminate and distribute complex accounts.
• Oversee management of trust real estate including inspections, insurance, taxes, and property management.
• Support Senior Trust Officers and Fiduciary Trust Manager as needed.
• Ensure compliance with applicable laws and bank policies.

Skills

Financial services experience

Trust administration

Education

CTFA or CFP designation

Job description

Montecito Bank & Trust is seeking a full-time Trust Officer in Montecito, CA to join the Wealth Management team. You will apply deep knowledge of trust and estate matters, investment management, and financial planning to serve high-net-worth clients and their families.

Work is onsite with a focus on fiduciary duties, complex account administration, real estate assets, and cross-functional collaboration with relationship managers and legal/compliance partners.