Trust Administrator

Oregon Pacific Banking Company•Eugene, OR

12d

About The Position

The Trust Administrator lends general administrative assistance to Director, Trust Officers, and other trust assistants. Assists with the administration of trust accounts. Communicates with clients and relays this information to various members of the staff. Has completed trust school and received CTFA certificate. Mentors with Trust Officer. Works as a member of the trust team. JOB SPECIFICATIONS: Education: High school Graduate or equivalent. College degree preferred or equivalent professional experience, proficiency of essential functions of Trust Assistant I and II, CTFA certificate. Experience: At least 7 years trust administration experience processes or equivalent. ESSENTIAL FUNCTIONS: Mastery of essential functions of Trust Assistant I and II. Minimum of 1 year of additional experience mentoring with Trust Officer and profession development which includes: Ability to lead client meetings Ability to provide estate planning strategies that are relevant to the client s objectives Effective communication with estate planning professionals May be asked to appear at court hearings Community involvement with the objective of increasing revenue for the trust department Increasing the number of referral sources for the trust department Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position Follow all Bank compliance policies and procedures relating to this position Other duties as assigned to meet client and departmental needs WORK CONTEXT: Ability to concentrate and focus on essential functions in appropriate priority order is required. Requires being punctual, dependable, detail oriented and responsible for work outcomes and results. Requires sitting for long periods and traveling to other departments and locations, as needed. Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions. Requires completion of assigned on-line training courses with a passing percentage. Professional environment requiring appropriate professional demeanor and attire. Work is performed indoors in environmentally controlled conditions.

Requirements

High school Graduate or equivalent
At least 7 years trust administration experience processes or equivalent
Mastery of essential functions of Trust Assistant I and II
Minimum of 1 year of additional experience mentoring with Trust Officer and profession development
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
self-motivated team player
ability to successfully navigate changes in departmental systems and software
ability to adapt to changes in policies and procedures
willingness to assume additional responsibilities as requested
willingness to train for the position of Trust Officer
superior computer skills in Word, Excel, Outlook and the ability to learn accounting systems and data bases
excellence in client service
excellence in oral and written communication skills
ability to maintain strict confidentiality on all sensitive issues
understanding and application of administration activities
ability as detail oriented and organized
analytical and problem-solving skills
ability to manage time
ability to handle stressful situations in a professional manner
ability to understand trust, agency and probate terms and documentations
ability to understand tax and legal concepts
competency in basic mathematical skills
ability to operated ten-key calculator or adding machine
ability to accurately type up to 30 words per minute or better
ability to use scanner and photocopying equipment
ability to lift up to 30 lbs. if necessary
ability to work with others in a cooperative manner that supports a team environment

Nice To Haves

College degree preferred or equivalent professional experience
proficiency of essential functions of Trust Assistant I and II
CTFA certificate

Responsibilities

Lead client meetings
Provide estate planning strategies that are relevant to the client’s objectives
Communicate effectively with estate planning professionals
Appear at court hearings
Community involvement with the objective of increasing revenue for the trust department
Increase the number of referral sources for the trust department
Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
Follow all Bank compliance policies and procedures relating to this position
Other duties as assigned to meet client and departmental needs

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