Trust Administrator

Located in Medford, OR

Salary: $21.70-$32.44

The Trust Administrator serves as a vital member of the Medford trust team, supporting the daily administration of trust accounts. This role involves direct client communication, coordination with internal staff, and administrative responsibilities that contribute to efficient and effective trust management. The Trust Administrator will report to and be mentored by a Trust Officer and may occasionally travel as needed. The salary range is $21.70-$32.44! 

---

Job Specifications

Education:

• College degree preferred

• High school diploma or equivalent professional experience required

Experience:

• Minimum of five years of relevant experience in trust administration or a related field such as legal, project management, banking, or financial planning

---

Essential Functions

• Serve as project manager for the administration of trust accounts

• Respond professionally and promptly to inquiries from potential and current clients

• Facilitate effective communication and collaboration among clients, beneficiaries, and team members

• Coordinate meetings and follow-ups with Trust Officers as necessary

• Conduct due diligence and research on trust matters, seeking support as needed

• Represent the bank in the execution of asset transactions, registrations, and transfers

• Support Trust Officers in marketing and business development initiatives

• Collaborate with team members to ensure high-quality service and compliance with regulations

• Perform additional duties as assigned to support department and client needs

---

Relationships

• Reports directly to the Director and Trust Officers

• Receives mentorship from assigned Trust Officer

• Works closely with internal teams and communicates effectively with clients and beneficiaries

---

Work Context

• Must be detail-oriented, dependable, and capable of handling sensitive information

• Required to sit for extended periods and occasionally travel between departments or locations

• Expected to manage tasks in a fast-paced, professional office environment

• Uses phone, email, and in-person meetings to interact with clients and team members

• Professional dress and demeanor are required

• Must complete all required training courses with satisfactory performance

---

Required Skills and Competencies

• Self-motivated and collaborative team player

• Strong customer service orientation

• Proficient in Microsoft Word, Excel, and Outlook

• Excellent verbal and written communication skills

• Strong analytical, problem-solving, and organizational abilities

• Ability to prioritize tasks and manage time efficiently

• Ability to maintain confidentiality and discretion in handling sensitive information

• Familiarity with trust, agency, and probate documentation and terminology

• Understanding of tax and legal concepts related to trust administration

• Accurate typing skills (30+ WPM)

• Comfortable using office equipment such as scanners and photocopiers

• Ability to lift up to 30 lbs. as needed

Apply Now