Trust Administration Assistant jobs in Santa Barbara, CA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Director of Finance and Administration
  • Land Trust for Santa Barbara County
  • Santa Barbara, CA FULL_TIME
  • Organization Overview

    Founded in 1985, The Land Trust for Santa Barbara County is a 501(c) (3) tax exempt California non-profit Corporation that conserves natural resources, agricultural land, and open spaces for the benefit of present and future generations. We are a nationally accredited member of the Land Trust Alliance and California Council of Land Trusts. For almost 40 years the Land Trust has worked to protect the spectacular landscapes we call home to ensure essential habitats, local food systems, and access to open space for all communities now and for future generations. Several years of tremendous growth and achievement have resulted in the successful conservation of over 57,000 acres, 58 conservation easements, and thousands of residents enjoying the outdoors.

    The Opportunity

    As the Land Trust nears its 40th Anniversary, we are looking to hire an experienced Director of Finance & Administration to manage complex financial and administrative needs. The Director will arrive at a time of significant growth within the organization and have the opportunity to build out financial practices, such as long-term budget projections, while solidifying the systems and infrastructure that support core functions. Land trusts have a unique, perpetual obligation to the lands we conserve and with that comes an enduring financial obligation. The Director will work with the whole Land Trust team to address the organization’s financial and administrative needs. Santa Barbara County has the potential for robust additional conservation over the next decade and each member of our team contributes directly to this important work.

    Position Description

    The Director of Finance and Administration reports to the Executive Director and partners with the leadership team in strategic decision making and operations. The position works closely with the Board of Trustees and is the primary staff member supporting the finance and audit committees. This position is responsible for the following areas: finance, business planning and budgeting, human resources, administration, facilities and IT. This position is a hands-on and participative manager and supervises the work of the administrative and accounting personnel, and various contractors as required. This is a full-time, exempt position.

    Duties and Responsibilities

    Financial Management:

    · Manage day-to-day accounting, operations, and finance functions

    · Ensure compliance with GAAP and regulatory requirements

    · Prepare financial reports and oversee accounting systems

    · Manage cash flow, investments, and budgets

    · Coordinate annual audits and tax filings

    · Oversee payroll and grant accounting

    Administration, Human Resources, and Technology:

    · Manage administrative staff and coordinate with HR

    · Oversee facilities, risk management, and IT

    · Develop and update policies and procedures

    · Support maintenance of Land Trust Alliance accreditation

    Required Qualifications

    · Bachelor’s degree in business or related field, MBA/CPA preferred

    · 8-10 years of financial and operations management experience

    · Experience with non-profit organizations and GAAP

    · Demonstrated ability in grants management and HR

    · Strong communication and leadership skills

    Essential Requirements

    · Valid driver’s license and ability to travel

    · Physical ability to lift up to 25 pounds

    Job Type: Full-time

    Pay: $120,000.00 - $160,000.00 per year

    Benefits:

    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Experience level:

    • 10 years

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Santa Barbara, CA: Relocate before starting work (Required)

    Work Location: In person

  • 5 Days Ago

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Assistant Controller
  • Montecito Bank & Trust
  • Santa Barbara, CA FULL_TIME
  • 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 seek...
  • 20 Days Ago

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Executive Assistant
  • Montecito Bank & Trust
  • Santa Barbara, CA FULL_TIME
  • 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 seek...
  • 1 Month Ago

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Payroll and Research Administration Assistant
  • University of California, Santa Barbara
  • Santa Barbara, CA FULL_TIME
  • Position Information Payroll Title: BLANK AST 3 Job Code: 4722 Job Open Date: 9/23/22 Application Review Begins: 10/10/22; open until filled Department Code-Name: ICBT - Institute for Collaborative Bi...
  • 4 Days Ago

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Deputy Assistant Federal Security Director- Screening
  • Transportation Security Administration
  • Santa Barbara, CA FULL_TIME
  • Overview Deputy Assistant Federal Security Director- Screening Open & closing dates 04/18/2024 to 05/02/2024 Pay scale & grade SV J Appointment type Salary $142,094.00 to $184,725.00 PA Work schedule ...
  • Just Posted

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Trust and Estate Paralegal
  • Robert Half
  • Santa Barbara, CA OTHER
  • Robert Half Legal has partnered with an established firm in Santa Barbara. We are seeking a skilled and experienced on-site Paralegal focusing on complex trust and estate administration. This position...
  • 5 Days Ago

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0 Trust Administration Assistant jobs found in Santa Barbara, CA area

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Administrative Support Specialist
  • Hermance Law
  • Ventura, CA
  • Description We're looking for a part-time Administrative Support Specialist, who will be responsible for providing high-...
  • 4/19/2024 12:00:00 AM

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FT Administrative Assistant - Work From Home>
  • Chainlink Labs
  • Goleta, CA
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive pay - As an Administrative Assistant you'll: Collabor...
  • 4/19/2024 12:00:00 AM

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FT Administrative Assistant - Work From Home>
  • Chainlink Labs
  • Lompoc, CA
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive pay - As an Administrative Assistant you'll: Collabor...
  • 4/19/2024 12:00:00 AM

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FT Administrative Assistant - Work From Home>
  • Chainlink Labs
  • Ventura, CA
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive pay - As an Administrative Assistant you'll: Collabor...
  • 4/19/2024 12:00:00 AM

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Administrative Assistant
  • Assisted Home Health and Hospice
  • Santa Barbara, CA
  • Job Description Job Description Who We Are: Assisted is an exciting place to be right now as we are experiencing tremend...
  • 4/17/2024 12:00:00 AM

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Administrative Assistant
  • APR Consulting
  • Santa Barbara, CA
  • APR Consulting, Inc. has been engaged to identify an Administrative Assistant Location: Santa Barbara, CA 93105 Position...
  • 4/16/2024 12:00:00 AM

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Administrative Assistant
  • Apr Consulting
  • Santa Barbara, CA
  • APR Consulting, Inc. has been engaged to identify an Administrative Assistant Location:Santa Barbara, CA 93105 Position:...
  • 4/16/2024 12:00:00 AM

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Administrative Assistant I
  • Quest Staffing Services, Inc.
  • Oxnard, CA
  • Job Description Job Description Admin Assistant I Leading Door and Window manufacturer seeks a highly talented individua...
  • 4/16/2024 12:00:00 AM

Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$49,852 to $63,547
Santa Barbara, California area prices
were up 2.5% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020