Oregon Pacific Bank · 1 day ago
Trust Assistant I
Florence Branch, Florence, OR, US
Full-time
Onsite
Entry Level
$19.34/hr - $26.60/hr
3+ years expOregon Pacific Bank is a financial institution seeking a Trust Assistant I to provide general administrative support to the trust team. The role involves assisting with the administration of trust accounts, answering client inquiries, and performing various clerical tasks.
BankingCommercial Real EstateFinancial Services
Responsibilities
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
Qualification
Required
High school graduate or GED
Minimum of three years office experience
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 sit for long periods and travel to other departments and locations as needed
Contact with others by telephone conversations, use of electronic mail, and face-to-face discussions
Completion of assigned on-line training courses with a passing percentage
Professional demeanor and attire
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 databases
Excellence in client service
Excellence in oral and written communication skills
Ability to maintain strict confidentiality issues
Understanding and application of administration activities
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
Preferred
College degree preferred or equivalent professional experience
Background in financial services or accounting is desirable
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
Amber White
Executive Vice President, Chief Financial 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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