Trust Operations Accounting Administrator at Oregon Pacific Bank – Medford, Oregon

JOB SUMMARY: Trust Operations is responsible for the accounting functions undertaken by the Trust Department in its administration of trusts, agency accounts, estates, conservatorships and IRAs. Trust Operations personnel work with the trust officers, trust assistants, and portfolio manager in the management of accounts.

JOB SPECIFICATIONS:

• Education: High School Graduate or equivalent
• Experience: Background in accounting required. Previous trust department operations experience desired.

ESSENTIAL FUNCTIONS:

• Assist with creation, implementation, and testing of Internal Controls
• Work with management to review, change, and implement new written procedures
• Assist with data review and validation related to system conversion
• Take a lead role in the development of workflows to improve processes, prevent errors and track tasks to completion
• Train with and provide backup for account transfer specialist
• Support department with audit and examination document gathering and preparation
• Maintain relationships with outside agencies/providers

• 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

WORK CONTEXT:

• Ability to concentrate and focus on essential functions in appropriate priority order is required.
• Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
• Requires sitting for long periods and traveling to other departments and locations, as needed.
• Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
• Requires completion of assigned on-line training courses with a passing percentage.
• Professional environment requiring appropriate professional demeanor and attire.
• Work is performed indoors in environmentally controlled conditions.

SKILLS: The Trust Operations Accounting Administrator must have a strong accounting background and a high level of independent problem solving and organizational skills. They must be experienced in the accounting system processes and functions and must understand basic tax and legal concepts. The Accounting Administrator must understand concepts relating to stocks, bonds, mutual funds and other investable assets. They must meet deadlines, as necessary and have good written and verbal communication skills.

RELATIONSHIPS:

• Responsible to the Trust Operations Manager for the fulfillment of functions and responsibilities
• Work cooperatively with the Trust Services staff
• Contact with co-workers and the public in a professional manner

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

• Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
• Influence. Be an active player in participating, building and contributing to service.
• Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
• Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
• Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
• Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
• Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.