Trust Operations Officer jobs in Oregon

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Trust Operations Specialist
  • PIONEER TRUST BANK N.A.
  • Salem, OR FULL_TIME
  • Summary

    Pioneer Trust Bank, N.A. is seeking a professional, personable, and self-motivated individual for a part-time Trust Operations Specialist 1.  The Trust Operations Specialist 1 is responsible for all the central filing for the Trust Department and for making Bank deliveries.

    Pioneer Trust Bank, N.A. regards all customer, client, and employee records as strictly confidential and obtain, use, or share such information only as authorized and necessary.

    We are proud to offer a competitive salary and compensation package that includes: Medical, Dental and Vision Insurance, 401(k), Life and Long-Term Disability Insurance, Profit Sharing, Health & Dependent Care Reimbursement Accounts, Employee Assistance & Wellness Program, Vacation & Sick Leave, Up to 11 Paid Holidays, Tuition Reimbursement, and Banking Privileges.

    Pioneer Trust Bank, N.A. – Main Office

    Type: Part-Time/Non-Exempt Hours: Mon-Fri 2:00 PM – 5:00 PM

    Job Duties

     

    • Deliver trust client checks for deposit at other local banks   
    • File trust file folders in a central filing area, maintain filing area in an orderly state
    • File trust documents, correspondence, client bills, tax and medical benefit information in their                 appropriate files located throughout the Bank
    • Assist Trust Department personnel with clerical projects and delivery of documents as requested
    • File documents and correspondence for closed accounts in storage areas located throughout the Bank
    • Transfer closed account files from the upstairs transfer filing area to the basement storage area                 annually
    • Destroy closed trust account files, bills, and tax returns as instructed
    • Assist with mailing of trust statements as needed
    • Special projects as assigned

    Qualifications

    • Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to safety or health of employee or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
    • A vehicle is required for deliveries located outside of the downtown Salem area. Proof of a valid driver’s license and automobile insurance is required. Mileage will be reimbursed at the standard Federal mileage rate as posted by the Internal Revenue Service.

    Education & Experience

    • High School Diploma/GED equivalent preferred

    Physical Requirements:

    • Ability to file numerically and alphabetically
    • Ability to perform repetitive finger, hand, and arm movements
    • Ability to lift to 35 lbs.
    • Ability to reach, squat, bend and manually manipulate standard office equipment
    • Ability to clearly speak, hear, see, and communicate with customers and co-workers of all levels

    Disclaimer:

    Pioneer Trust Bank, N.A. is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicant will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability. All offers are contingent upon the candidate successfully passing a credit check, criminal background, and pre-employment drug screening, which includes screening for marijuana. Pioneer Trust Bank, N.A. is a federally regulated banking institution. At the federal level, marijuana is an illegal Schedule I drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.


  • 9 Days Ago

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Loan Officer
  • Mortgage Trust
  • Portland, OR FULL_TIME
  • Mortgage Trust is seeking Loan Officers! We exist to empower our employees, clients, and referral partners to build wealth. Does that resonate with you? Us We employ people who can contribute, grow, t...
  • 2 Months Ago

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Assistant Commercial Loan Officer
  • PIONEER TRUST BANK N.A.
  • Salem, OR FULL_TIME
  • The Assistant Commercial Loan officer works with Commercial Loan Officers by providing full administrative support while also assisting clients directly. You will provide diversified support to the in...
  • 2 Months Ago

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Trust Administrative Assistant
  • PIONEER TRUST BANK N.A.
  • Salem, OR FULL_TIME
  • Pioneer Trust Bank employees are known for exceptional customer service. Your main role will be assisting fellow Trust Department employees in delivering accurate and timely information and assistance...
  • 2 Months Ago

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Assistant Operations Officer
  • Citizens Bank - Oregon
  • Dallas, OR FULL_TIME
  • Benefits Citizens Bank offers competitive compensation and outstanding benefits: Medical, Dental, and Vision Insurance 401(k) with employer matching Employee Assistance and Wellness Program Life, Shor...
  • 2 Days Ago

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Cyberspace Operations Officer
  • United States Air Force
  • Gresham, OR FULL_TIME
  • CONQUERING CYBERSPACEWith the constant evolution of today’s technology, information and communications can be optimized like never before. Responsible for a wide range of weaponry, training and intell...
  • 4 Days Ago

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Trust Operations Officer
  • South Dakota Trust Company LLC
  • Sioux Falls, SD
  • Due to growth and a commitment to customer service, South Dakota Trust Company is seeking a full-time Trust Operations O...
  • 6/2/2024 12:00:00 AM

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Operations Administrator
  • CRSG Construction & Realty Services Group
  • New York, NY
  • Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
  • 6/2/2024 12:00:00 AM

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Operations Administrator
  • Strata, LLC
  • Houston, TX
  • Job Description Job Description POSITION SUMMARY Join a growing team of engineers, geologists, and project managers spec...
  • 6/2/2024 12:00:00 AM

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Operations Administrator
  • Guardian Access Solutions
  • POSITION SUMMARY: The Operations Administrator is responsible for the coordination and administration of operational act...
  • 6/2/2024 12:00:00 AM

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Operations Administrator
  • Wishes & More
  • Fridley, MN
  • Job Description Job Description OVERVIEW Founded in 2004, Wishes & More’s mission is to enhance the life of a child figh...
  • 6/1/2024 12:00:00 AM

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Operations Administrator
  • Crestwood Technology Group
  • Yonkers, NY
  • Job Description Job Description BASIC FUNCTIONS The Operations Administrator contributes to the coordination of the Sale...
  • 6/1/2024 12:00:00 AM

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Operations Administrator
  • HirePlace
  • Nashville, TN
  • Operations Coordinator HirePlace is hiring a full-time Operations Administrator for a healthcare data organization in Na...
  • 5/31/2024 12:00:00 AM

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Operations Administrator
  • InTrack Investment Management, Inc.
  • South Burlington, VT
  • Position Overview: InTrack Investment Management, Inc., located in South Burlington and Norwich, Vermont, is on the look...
  • 5/30/2024 12:00:00 AM

Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean. Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$75,813 to $109,617

Trust Operations Officer in Davenport, IA
The Senior Trust Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
February 18, 2020
Trust Operations Officer in Rapid City, SD
Smith brings extensive industry experience in Retail Operations, Lending, Business Development, Marketing and Training.
December 13, 2019
Trust Operations Officer in Stockton, CA
His track record includes streamlining operations, maximizing productivity and reducing costs for manufacturing companies in the U.S.
December 15, 2019