Trust Assistant I Location Medford, OR : JOB SUMMARY: 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. JOB SPECIFICATIONS :
Education: High school graduate or GED. College degree preferred or equivalent professional experience.
Experience: Minimum of three years office experience with background in financial services or accounting is desirable
ESSENTIAL FUNCTIONS :
Communicate with staff and clients in person, in writing, and via telephone and electronic correspondence
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
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.
SKILLS: 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
RELATIONSHIPS: Responsible to the Director of Trust and Trust Officers for the fulfillment of functions and responsibilities.
Contact with co-workers and the public in a professional manner that will enhance the overall marketing effort of the bank.
Collaborate, cooperate, and communicate with supervisor, co-workers and clients with respect and kindness.
CORE BEHAVIORS for DELIVERING ON THE PROMISE: Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
Influence. Be an active player in participating, building and contributing to service.
Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative, and assume responsibility for your actions.
Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.
