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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 Best Bank?
Montecito Bank & Trust is seeking a full-time Wealth Management Operations Specialist to join the team at our Wealth Management department. The Wealth Management Operations Specialist will deliver a World Class Experience by supporting the operations within the Wealth Management Department. Contribute to growth of the wealth management business by working directly with the Trust Officers in setting up new accounts, processing payments, and resolving operational issues. The Wealth Management Operations Specialist will work closely with our trust vendor’s operations team to process securities settlement, corporate action responses, and incoming/outgoing account transfers. This position requires strong attention to detail, organizational skills, excellent customer service skills, and communication skills. In-person office work at Santa Barbara, CA is required.
Minimum Requirements, Activities & Responsibilities
Education and Experience:
Essential Functions:
Skills and Capabilities:
Interested in applying? Visit our website at www.montecito.bank/careers
Review opening using the “Apply Now” 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 submit your expression of interest
A member of our Human Resources department will reach out to you to let you know whether or not you have been selected to move forward in the interview process
Equal Opportunity Employer/Disabled/Veteran
** The typical hiring range based on qualifications and pay equity is $28.68 - $34.56
*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.
Full Time
Banking
$67k-85k (estimate)
06/19/2024
09/05/2024
montecito.com
SANTA BARBARA, CA
25 - 50
1975
Private
JANET A GARUFIS
<$5M
Banking
Montecito Bank provides various retail and commercial banking services.
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Career tips from people on Operations Specialist jobs
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Step 3: View the best colleges and universities for Operations Specialist.