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Grants Pass, OR

497 Union Ave., Grants Pass, Oregon 97527

Medford, OR

3523 Arrowhead Drive, Suite 100, Medford, Oregon 97504

Job Details

Trust Officer/Financial Administrator December 17, 2024

14352340

Located in Medford, OR

Pay: 64-90k

Job Full Description

We are actively looking for a Trust Officer for a wonderful Trust and Wealth Management office in Medford.  Come work with some of the best people in the industry!  Great company, great people and a great environment.

JOB SUMMARY

Establish and maintain trust accounts for financial institution clients.  Responsible for the administration of accounts.  Responsible for business development and relationship management.   

ESSENTIAL FUNCTIONS

  • Administer trusts, estates, agency accounts, and conservatorships in accordance with terms specified in the governing document and applicable law 
  • Confer with principals, beneficiaries and others regarding trust matters and determine necessary actions to ensure effective administration of those accounts
  • Develop new business and confer with potential customers
  • Work with the Investment Principal/Consultant reviewing assets and supplying information necessary for the Investment Principal/Consultant to make recommendations regarding investment of trust assets.  Prepare annual account reviews.
  • Represent the bank in business activities and build a referral network 
  • Cultivate and maintain relationships with attorneys, CPAs, and other influencers in the community
  • Supervise a team of support staff and oversee their career development.
  • 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

BENEFITS

  • Paid Vacation and Sick Leave
  • 11 Paid Holidays
  • Health, Vision and Dental insurance options
  • Bank Paid Life, AD&D, and Long-Term Disability Insurance
  • 401K and Profit-Sharing Plans
  • Eligibility to participate in Section 125 Flexible Spending Plans
  • Fitness Club Reimbursement

JOB SPECIFICATIONS (Applicant must qualify under the following specifications)

  • Experience:  A background that enables understanding and interpretation of Trust documents, tax information, probate and fiduciary laws and practices. Other applicable experience will be considered
  • Education:  B.A. or B.S. is preferred. 
  • CTFA designation preferred but may be obtained on the job

REQUIRED SKILLS

  • Academic background and experience in the trust and/or wealth management area
  • Ability to apply applicable regulations regarding trust and bank policies
  • Understanding of complex legal, tax, investment, and regulatory issues
  • Strong communication and analytical skills
  • Ability to train and supervise staff
  • Ability to work with others in a cooperative manner that supports a team environment
  • Ability to tolerate stress
  • Ability to travel to other departments and locations as needed. 

 

Medford, OR
1951
3523 Arrowhead Drive
Suite 100
Medford, OR 97504

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