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)
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:
Experience level:
Schedule:
Ability to Relocate:
Work Location: In person
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