Trust Portfolio Manager

Job Description

Job Description

Trust Portfolio Manager
Oregon Pacific Bank | Trust & Wealth Management

• Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
• Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
• Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

JOB SPECIFICATIONS:

• Education/ Experience: A combination of experience and relevant education totaling 5+ years.
  • Education: Bachelor’s degree in finance, accounting, economics, or business
  • Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
• Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

CULTURE/WORK ENVIRONMENT:

Oregon Pacific Bank’s Trust & Wealth Management team offers a collaborative, community banking environment where you will have the opportunity to

• Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
• Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
• Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
• Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

RELATIONSHIPS:

• Responsible to the Director of Trust and Wealth Management for the fulfillment of functions and responsibilities.
• Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
• Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

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. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
• Communication. Keep other 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.