Assistant Trust Officer

PIONEER TRUST BANK N.A.

  • Salem, OR
  • $4,500-7,000 per month
  • Permanent
  • Full-time
  • 2 months ago
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 to trust customers and beneficiaries. In all such dealings, you are expected to be professional, helpful, and prompt.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 absolutely 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.Type: Full-Time/ExemptHours: Mon-Fri 8:00am – 5:00pm; Occasional overtimeSalary: $4,500 - $7,000 per month, depending on experienceEssential Job Duties1. Compliance with established procedures for the Trust Administration Department.2. Detail review and implementation of estate planning documents including, creation of new accounts, management of ongoing trust accounts, manage account investments with assistance, preparation of documents for closing accounts, preparation of estate tax documentation and review estate tax returns.3. General Trust Administration Department Duties
  • Review estate planning documents and identify specific account characteristics for account set up
  • Create electronic and paper files for opening and review closing accounts
  • Monitor and review account assets and transactions and identify coding and description errors
  • Prepare various court documents, forms, schedules, correspondences, and committee meeting minutes
  • Facilitate probate proceedings
  • Marshall assets, assist with vault and double custody duties
  • Training of new employees
  • Understand investment concepts
  • Review of estate planning documents and identify tax saving techniques
  • Prepare meeting minutes
  • Special projects as assigned
  • Operate all trust and banking computer software
  • Supervision and Train non-exempt staff
Qualifications
  • High School GED or equivalent
  • Ability to complete multiple and varying client request in a timely fashion
  • Ability to communicate effectively in-person, via phone, and email
  • Microsoft Office/Computer Knowledge required, specific emphasis on Word and Excel
  • 3+ yeas’ experience in related field; example estate planning, legal, accounting, finance
Physical Demands and Work Environment
  • Ability to sit/stand at a computer monitor for extended periods of time
  • Ability to perform repetitive finger, hand and arm movements
  • Ability to lift up to 20 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.

PIONEER TRUST BANK N.A.