Trust Assistant I

Oregon Pacific Banking Company•Eugene, OR

63d

About The Position

Trust Assistant I lends general administrative assistance to Director, Trust Officers, and other trust assistants. Assists with the administration of trust accounts. May communicate with clients and relay this information to various members of the staff. Works as a member of the trust team.

Requirements

High school graduate or GED. College degree preferred or equivalent professional experience.
Minimum of three years office experience with background in financial services or accounting is desirable
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
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 operate 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.
Minimum of three years office experience with background in financial services or accounting is desirable

Responsibilities

Answer phones and greet Trust clients, handle calls related to trust accounts and answer routine inquiries.
File and scan documents
Archive files as necessary
Bill paying
Receive, open and distribute incoming mail as required
As directed by Trust Officer, create and maintain files for current and future business accounts
Complete opening and closing account checklists, assist with inventories, set up trusts in the trust accounting system, assist with asset transfers, account reviews and information for the monthly trust committee meeting, as directed by Trust Officer
Assist with tax filing
Creating distribution packets to beneficiaries as directed by Trust Officer
Learn all necessary aspects of the trust accounting software
Develop competency in applicable regulatory requirements of 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
Attend meetings - occasionally requiring travel out of town
Other duties as assigned to meet client and departmental needs