Oregon Pacific Bank · 1 month ago
Trust Administrator
Eugene Branch, Eugene, OR, US
Full-time
Onsite
Senior Level
$21.70/hr - $29.27/hr
7+ years expOregon Pacific Bank is a financial institution seeking a Trust Administrator to provide administrative support to the trust team. The role involves managing trust accounts, communicating with clients, and mentoring with the Trust Officer while ensuring compliance with banking regulations.
BankingCommercial Real EstateFinancial Services
Responsibilities
Mastery of essential functions of Trust Assistant I and II. Minimum of 1 year of additional experience mentoring with Trust Officer and profession development which includes:
Ability to lead client meetings
Ability to provide estate planning strategies that are relevant to the client’s objectives
Effective communication with estate planning professionals
May be asked to appear at court hearings
Community involvement with the objective of increasing revenue for the trust department
Increasing the number of referral sources for 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
Other duties as assigned to meet client and departmental needs
Qualification
Required
High school Graduate or equivalent
At least 7 years trust administration experience processes or equivalent
Mastery of essential functions of Trust Assistant I and II
Minimum of 1 year of additional experience mentoring with Trust Officer and profession development
Ability to lead client meetings
Ability to provide estate planning strategies that are relevant to the client's objectives
Effective communication with estate planning professionals
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
Ability to concentrate and focus on essential functions in appropriate priority order
Punctual, dependable, detail oriented and responsible for work outcomes and results
Ability to maintain strict confidentiality on all sensitive issues
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 up to 30 words per minute or better
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
Preferred
College degree preferred or equivalent professional experience
CTFA certificate
Willingness to train for the position of Trust Officer
Superior computer skills in Word, Excel, Outlook and the ability to learn accounting systems and data bases
Excellence in client service
Excellence in oral and written communication skills
Analytical and problem-solving skills
Ability to manage time
Ability to handle stressful situations in a professional manner
Company
Oregon Pacific Bank
Welcome to Oregon Pacific Bank, the longest-serving community bank in Lane County.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$15.07M2017-11-29Series Unknown· $14.26M
2015-01-05Seed· $0.81M
Leadership Team
Ron Green
President & Chief Executive Officer
Lance Rudge
EVP, Chief Operating Officer
Recent News
2025-10-24
2025-10-24
First Pacific Bank
2025-10-09
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