Trust Administrator

Oregon Pacific Bank • Eugene, OR

5d

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.

Requirements

• High school Graduate or equivalent.
• At least 3-5 years trust administration experience processes or equivalent.
• CTFA certificate.
• Minimum of 1 year of additional experience mentoring with Trust Officer and profession development

Nice To Haves

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

Responsibilities

• Mastery of essential functions of Trust Assistant I and II.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED