Trusts & Estates Operations Specialist

Santa Barbara Management; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision coverage

401(k) plan

Parental leave

Unlimited paid vacation

Learning and development stipend

Job summary

Santa Barbara Management seeks a Trusts & Estates Operations Associate to join a growing Chicago team. You ll support trust and estate execution, filings, trackers, and client files so advisors can focus on proactive client strategy and relationships.

You will draft filings, manage onboarding to Riviera, and coordinate with attorneys, paralegals, and external firms while maintaining audit-ready documentation and timely calendars.

Qualifications

• Attention to detail in all trust and estate filings and client records.
• Experience applying trust and estate principles in a fast-paced environment.
• Strong collaboration with attorneys, paralegals and external vendors.
• Ability to design and improve operational processes and checklists.

Responsibilities

• Draft trust certifications, filings, and maintain term records in real time.
• Prepare gift tax returns and audit-ready transaction binders.
• Coordinate client onboarding and use Riviera to support wealth operations.
• Maintain calendars for annual/quarterly requirements and deadlines.
• Interface with attorneys and service providers on transaction details and documents.

Skills

Attention to detail

Bias to action

Collaborative

Process improvement

Education

J.D. or legal background

Paralegal experience

Estate planning knowledge

Tools

Riviera platform

Office suite

Job description

Santa Barbara Management seeks a Trusts & Estates Operations Associate to join a growing Chicago team. You ll support trust and estate execution, filings, trackers, and client files so advisors can focus on proactive client strategy and relationships.

You will draft filings, manage onboarding to Riviera, and coordinate with attorneys, paralegals, and external firms while maintaining audit-ready documentation and timely calendars.