What are the responsibilities and job description for the Trust Administrator position at Oregon Pacific Bank?
JOB SUMMARY
Trust Administrator works as a member of the Medford trust team. Work will include some travel. The Trust Administrator will report to and mentor with a Trust Officer. Responsible for the administration of trust accounts. Communicates with clients and relays information to various members of trust staff.
JOB SPECIFICATIONS
Education: College degree preferred. High school graduate or equivalent professional experience.
Experience: At least five years trust administration or relevant experience; i.e. legal, project management, banking, or financial planning.
ESSENTIAL FUNCTIONS
- Serve as project manager guiding administration of trust accounts.
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Respond to inquiries from potential clients in a timely and professional manner.
- Facilitate effective interactions related to ongoing administration.
- Facilitate effective communication with clients, beneficiaries, and coworkers.
- Schedule meetings or otherwise engage trust officers as appropriate.
- Identify and research issues and complete due diligence, requesting assistance as needed.
- Represent the Bank to sign for asset transactions, registration, or transfer.
- Assist trust officers with marketing and business development activities.
- Work within the trust team as a supportive and responsible member.
- Other duties as assigned to meet client and departmental needs.
RELATIONSHIPS
Responsible to the Director and Trust Officers for the fulfillment of functions and responsibilities.
Mentored by a Trust Officer
Required to collaborate, cooperate, and communicate with supervisor, co-workers and clients.
WORK CONTEXT
Able to concentrate and focus on essential functions in appropriate priority order. Interact with clients and co-workers in sometimes difficult circumstances requiring patience. 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. Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions. Requires completion of assigned training courses with a passing percentage. Professional environment requiring appropriate professional demeanor and attire. Work is performed indoors in environmentally controlled conditions.
DEMONSTRATED SKILLS
- self-motivated team player
- successfully navigate departmental systems and software
- follow policies and procedures
- willing to assume additional responsibilities as requested
- superior computer skills in Word, Excel, Outlook
- excellent customer service skills
- excellent oral and written communication skills
- maintain strict confidentiality
- detail oriented and organized
- possess analytical and problem-solving skills
- excellent time management
- handle stressful situations in a professional manner
- learn and understand trust, agency and probate terms and documentations
- understand tax and legal concepts
- competency in basic mathematical skills
- accurately type 30 words per minute or better
- use scanner and photocopying equipment
- lift up to 30 lbs. if necessary
- work with others in a cooperative manner that supports a team environment
CORE BEHAVIORS for DELIVERING ON THE PROMISE
- Be Genuine—Conduct yourself in a consistent, honest, and compassionate manner
- 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 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—Being creative, problem-solving mentality to every situation. See alternative, 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 passionately believe that we’re only as strong as the communities we serve, and 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.
