Trust Portfolio Services Specialist

Oregon Pacific Banking Co.; Eugene (OR); On-site; USD 64,290 - 93,495; Full time

Job summary

Oregon Pacific Banking Co. seeks a Trust Portfolio Manager in Eugene, OR, to support trust accounts through cash management and service needs. The role involves coordinating with external advisors, managing trades, and ensuring compliance with fiduciary standards.

The ideal candidate will have a bachelor’s degree and 5+ years in trust administration. Trust service skills, professionalism, and the ability to collaborate are essential for success.

Qualifications

• 5+ years of experience in trust administration, wealth management operations, or related financial services.
• CFP certification preferred.

Responsibilities

• Coordinate cash needs for distributions, taxes, and fees.
• Initiate and monitor requests for cash raises.
• Execute or coordinate trades ensuring accuracy.

Skills

Client service mindset and professionalism

Ability to collaborate across departments

Analytical thinking and problem-solving skills

Education

Bachelor’s degree in finance, accounting, economics, business, or a related field

Job description

Oregon Pacific Banking Co. seeks a Trust Portfolio Manager in Eugene, OR, to support trust accounts through cash management and service needs. The role involves coordinating with external advisors, managing trades, and ensuring compliance with fiduciary standards.

The ideal candidate will have a bachelor’s degree and 5+ years in trust administration. Trust service skills, professionalism, and the ability to collaborate are essential for success.