POSITION DESCRIPTION: Office Assistant Position [Part-Time, Trusts & Estates]

JOB SUMMARY: Santa Barbara Fiduciary is seeking an office assistant to join our trusts and estates team. This is a part-time, in-person position 5-days/week, 4 hours/day, that provides the opportunity to learn about estate planning, which includes components of banking, trust and estate law, and asset management. A professional demeanor with interpersonal communication skills and the ability to maintain strict confidentiality is a must. You would work as part of a team, assisting with the administration of various trust accounts. The ideal candidate would show potential for future growth within the company.

Primary Job Duties and Responsibilities

• Open and organize incoming mail.
• Document management, including scanning, file naming/standardization, and organization/structure management of both hard copy and digital files.
• Data entry, including use of Excel, Number, and internal platforms/software.
• Maintain contact lists.
• Assist with periodic mailings (birthdays, holidays, flyers, etc.).
• Maintain office organization and tidiness.
• Manage and maintain supplies, including submit and process purchase orders.
• Update and revise office documents as directed.
• Provide general support to visitors.
• Run errands as needed (Post Office, supplies, etc.)
• Assist with QuickBooks data entry, accounts payable, & general accounting support/tasks
• Assist with social media marketing and/or similar projects, as applicable/requested

Requirements

• Experience as an administrative assistant or office admin assistant Knowledge of general office management systems and procedures
• Working knowledge of office equipment, like printers and fax machines
• Tech, internet research and email savvy
• Proficiency in both Mac and Windows OS
• Entry to mid-level experience with QuickBooks
• Word, Excel and Publisher (or equivalent)
• Excellent attention to detail
• Strong organizational skills with the ability to multi-task
• Ability to take initiative, anticipate needs, and solutions and able to take direction
• Strong time management and problem solving skills
• The ability to manage priorities and deadlines in a fast paced environment

Desired Qualifications

• Mid-to high-level experience with Quickbooks
• Experience using TimeSlips or similar law practice software
• Experience using SalesForce

Other Information

• Preferred Work Hours 12:00PM – 4:00PM, Monday through Friday (time range is flexible)

What We Offer

• Competitive pay DOE

• Opportunity for growth within the company

• Initial 90-day review with eligibility for a raise and/or bonus during annual review based on job performance.

OUR HIRING PROCESS

• Please be willing/able to take a whole-person evaluation/pre-employment assessment (promptly) after submitting application.
• If testing goes well, the applicant a telephone interview will be scheduled promptly thereafter (and/or an in-person interview).
• Upon conditional job offer, a mandatory background check is run.

Only applications submitted through above link will be considered.