Trust Portfolio Manager in Medford, Oregon at Oregon Pacific Bank

• Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
• Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
• Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

• Education/ Experience: A combination of experience and relevant education totaling 5+ years.
  • Education: Bachelor’s degree in finance, accounting, economics, or business
  • Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
• Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

• Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
• Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
• Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
• Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

• 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.