Trust Assistant I

Oregon Pacific Banking Company•Coos Bay, OR

17d

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
possess superior computer skills and the ability to learn trust accounting systems and data bases
excellence in client service
excellence in oral and written communication skills
ability to maintain strict confidentiality issues
understanding and application of administration activities
be detail oriented and organized
possess 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 at least 30 words per minute
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 phone and greet trust clients, handle calls related to trust accounts and answer routine inquiries
File and scan documents; archive files as necessary
Perform some accounts receivable and accounts payable functions
Receive, open and distribute incoming mail as required
Create and maintain files for current and future business accounts
Complete administrative work according to policy, procedure and written processes/checklists
Assist with asset transfers and monthly account reviews
Perform certifications and inventories in dual custody
Assist with tax filings
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