Trust Officer - Wealth Management for High-Net-Worth

Montecito Bank & Trust; Montecito (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401K Matching/Retirement Planning

Bank Gatherings, Events & AssociateEng

Competitive Pay

Job summary

Montecito Bank & Trust is seeking a full-time Trust Officer to join the Wealth Management department in Montecito, CA. You will apply fiduciary knowledge to serve high-net-worth clients, manage various trusts, and collaborate with Relationship Managers to grow wealth management business.

The role emphasizes compliance, client communication, and proactive wealth planning, with opportunities to specialize in charitable management, estate services, and legacy planning.

Qualifications

• 5-8 years of financial services industry experience required.
• 5-8 years of experience in trust administration preferred.
• Currently holds or is eligible for the CTFA or CFP designation preferred.
• Overseeing management of Trust Real Estate assets preferred.

Responsibilities

• Manage revocable and irrevocable trusts, testamentary trusts, probates and related accounts as directed.
• Identify and address wealth management issues, underwrite/accept new accounts, administer and distribute complex accounts.
• Oversee management of trust real estate, including inspections, appraisals, insurance and taxes.
• Provide support for Senior Trust Officers and Fiduciary Trust Manager as needed.
• Identify regulatory risks and refer issues to legal/compliance experts.
• Prepare Reg 9 and Administrative Reviews; may serve on Trust Audit Committee.
• Comply with privacy, security, bank policies, and applicable laws.

Skills

Financial services exp

Trust administration

Client relationship

Education

CTFA or CFP designation preferred

Job description

Montecito Bank & Trust is seeking a full-time Trust Officer to join the Wealth Management department in Montecito, CA. You will apply fiduciary knowledge to serve high-net-worth clients, manage various trusts, and collaborate with Relationship Managers to grow wealth management business.

The role emphasizes compliance, client communication, and proactive wealth planning, with opportunities to specialize in charitable management, estate services, and legacy planning.