Trust Assistant I

Job Description

Job Description

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 :

???? 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

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 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.