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Trust Administration Officer II

1 month ago

Santa Barbara, California, United States City National Bank Full time
Job Summary

We are seeking a highly skilled Trust Administration Officer II to join our team at City National Bank. As a key member of our trust administration team, you will be responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts.

Key Responsibilities
  • Administer personal trust accounts, including reviewing and revising paperwork, preparing account paperwork, and analyzing anticipated income to ensure sufficient cash is maintained to meet beneficiary distributions.
  • Initiate annual administrative reviews of trust accounts, review files for completed forms, codes, and payments, and ensure accuracy and consistency with the trust document.
  • Produce and review various tax reports for clients and intermediaries, research tax deficiency notices, and pay estimated taxes and allocate tax payments between principal and income.
  • Coordinate the setup, tracking, and monitoring of personal property inventory, including real estate, mineral, oil and gas, intellectual properties, and special financial assets.
  • Provide exceptional client service by responding to client and colleague inquiries, and communicating with advisors and intermediaries regarding account administration and maintenance.
Requirements
  • Minimum 4 years of experience in personal trust administration required.
  • Minimum 4 years of experience in a financial services organization required.
  • Minimum 4 years of administrative/clerical experience required.
  • Bachelor's degree required; J.D. degree a plus.
  • Strong written and verbal communication skills, with the ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data.
What We Offer

City National Bank offers a competitive salary range of $65,296 - $104,304 per year, with the potential for bonus and/or commissions. We also offer a comprehensive benefits package and opportunities for professional growth and development.

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by law.