Trust Officer

Priority Dispatch Corp.; Salem (OR); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Life Insurance

Tuition Reimbursement

Paid Holidays

Vacation & Sick Leave

Profit Sharing

Wellness Program

Employee Assistance

Disability Insurance

Job summary

Pioneer Trust Bank is seeking an experienced Trust Officer to focus exclusively on portfolio management and client service in Salem, OR. This in-office role requires strong fiduciary knowledge and meticulous administration of trust accounts within legal guidelines.

You will work with clients, beneficiaries, and advisors, handling trust documents, disbursements, and collaboration with investment and tax teams to deliver tailored trust services and preserve legacies.

Qualifications

• Experience in trust administration, estate planning, or related field.
• Strong knowledge of trust laws, regulations, and fiduciary best practices.
• Excellent interpersonal and communication skills to build trust with clients and colleagues.
• Strong analytical skills and attention to detail when handling multiple priorities.
• Proficiency in Microsoft Office and trust management software.

Responsibilities

• Manage and administer a diverse portfolio of trust accounts, ensuring compliance with applicable laws and regulations.
• Oversee establishment and maintenance of trust agreements and documentation.
• Perform regular reviews of trust accounts to ensure fiduciary standards and client objectives.
• Communicate with clients, beneficiaries, and advisors to understand provisions and needs.
• Review and approve disbursement requests with proper documentation and justification.
• Collaborate with investment, tax, and legal professionals to provide comprehensive service.
• Regularly report on trust activity to clients and internal stakeholders.

Skills

Trust administration

Estate planning

Analytical skills

Interpersonal skills

Microsoft Office

Education

Bachelor's degree in finance, business, accounting, or related field

Tools

Trust management software

Job description

Trust Officer# Trust OfficerMain Location - Salem, OR 97301## OverviewPosition TypeFull TimeJob ShiftDayEducation Level4 Year DegreeCategoryFinance## Description**Join Pioneer Trust Bank as an experienced Trust Officer—100% portfolio management, zero sales quotas.**We are growing and looking for a dedicated Trust Officer to manage a diverse portfolio of trust accounts. If you are passionate about preserving financial legacies and want to focus entirely on client care rather than hitting sales targets, we want to hear from you. In this in-office role, you will administer accounts in strict accordance with legal regulations and our clients' wishes. This position requires a strong understanding of trust and estate administration, excellent communication skills, and a commitment to providing exceptional client service. We offer a highly supportive, collaborative environment where your expertise is valued.Job Type: Full Time/Exempt Hours: Mon-Fri: 8am-5pm; Occasional after-hours**What You'll Do*** Manage and administer a diverse portfolio of trust accounts, ensuring compliance with applicable laws and regulations.* Oversee the establishment and maintenance of trust agreements and documentation.* Perform regular reviews of trust accounts to ensure compliance with fiduciary standards and client objectives.* Communicate effectively with clients, beneficiaries, and advisors to ensure a thorough understanding of trust provisions and client needs.* Review and approve disbursement requests, ensuring that all transactions are accurately documented and justified. - Collaborate with internal teams, including investment, tax, and legal professionals, to provide comprehensive service to clients.* Regularly report on trust account performance and activities to clients and internal stakeholders.* Maintain up-to-date knowledge of trust-related laws, regulations, and best practices, and represent the company at industry events as needed. - Assist in business development efforts by strengthening client relationships and identifying new opportunities for trust services.## Qualifications**Why You'll Be Successful*** Have experience in trust administration, estate planning, or a related field.* Have strong knowledge of trust laws, regulations, and fiduciary best practices.* Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues alike.* Strong analytical skills and attention to detail, with the ability to manage multiple priorities and deadlines.* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and trust management software.* Hold a bachelor’s degree in finance, business, accounting, or a related field or a combination of education and experience.* A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.**Why You’ll Love Pioneer Trust**We believe in fostering a culture of integrity, collaboration, and professional development. We support work life balance and offer competitive compensation, a comprehensive benefits package, and opportunities for growth within a supportive team environment. * Medical (85% of employee coverage paid by company)* Dental (85% of employee coverage paid by company)* Vision Insurance (85% of employee coverage paid by company)* 401(k)* Life and Long-Term Disability Insurance (100% company paid)* Generous Profit Sharing* Health & Dependent Care Reimbursement Accounts* Employee Assistance & Wellness Program (100% company paid)* Vacation & Sick Leave* Up to 11 Paid Holidays* Tuition Reimbursement* Discounted and Free Banking Privileges* Ongoing professional developmentPioneer Trust Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.