Top 9 Finance operations occupations Jobs in Central Point, Or

Trust Operations Specialist I
Oregon Pacific Bank —Medford, OR
- $19.34 - $26.60 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Writing skills
Quick Apply
Manager of Money Movement
Rogue Credit Union —Medford, OR
- $93,737.59 - $117,171.99 a year
- Online Application
- 5 years
- Pass drug screening
- Office
Quick Apply
Bank Secrecy Act (BSA) Officer & AML/Sanctions Team Lead
Kikoff —Phoenix, OR
- $120,000 - $200,000 a year
- 7 years
- Mentoring
- Senior level
Billing & Corporate Operations Specialist
Kingsview Partners —Grants Pass, OR
- $45,000 - $55,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
2d
Director – Financial Due Diligence (Quality of Earnings)
Hollywell Partners LLC —United States
- CPA
- 5 years
- Finance
2d

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Securities Operations Specialist I or II
State Teachers Retirement System of Ohio —Columbus, OH
Associate degree in a related field preferred. Bachelor's degree in a related field required. Under the direction of the manager, Investment Operations, ensure…
$30.98 - $39.21 an hour
Consumer Finance Specialist 2 - 20059340
State of Ohio - Commerce —Columbus, OH
Trg. or 12 mos. exp. in employee training & development or team/lead work; valid driver’s license. Or 24 mos. exp. as Consumer Finance Specialist 1, 66455;…
$48.93 an hour
10d

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Trust Operations Specialist I

Oregon Pacific Bank -
Medford, OR

Quick Apply

Job Details

Full-time
$19.34 - $26.60 an hour

Qualifications

Customer communication
High school diploma or GED

Full Job Description

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 various trust staff in the management of accounts. The main job duties of the Trust Operations Specialist I involve posting and reviewing transactions on the trust accounting system for accurate tax reporting.

JOB SPECIFICATIONS:

Education: High school Graduate or GED
Experience: One year of background in accounting or banking preferred

ESSENTIAL FUNCTIONS:

Balance money market and cash accounts daily
Promptly communicate with trust administrative staff and portfolio manager
Evaluate pending activity and calculate daily settlement with outside vendor
Data entry and approval of accounts payable and accounts receivable transactions
Review of pending trades for cash availability and accuracy
Review and process market value updates for unique assets
Review, edit and process fee transactions and respective GL transfers
Set up, maintain, and charge off trust assets.
Be knowledgeable of bank compliance rules and adhere to all Bank, Federal and State banking policies, procedures and regulations relating to this position.
Other duties and special projects as assigned

SKILLS:

Self-motivated team player
Ability to concentrate and focus on essential functions in appropriate priority order.
Ability to successfully navigate changes in departmental systems and software
Ability to adapt to changes in policies and procedures
Willingness to assume additional responsibilities as requested
Competency in Word, Excel, Outlook and the ability to learn accounting systems and data bases
Strong customer service skills
Ability to communicate professionally both orally and in writing
Ability to maintain strict confidentiality on all sensitive issues
Organized and detail oriented
Analytical and problem-solving skills
Ability to handle stressful situations in a professional manner with tact and diplomacy
Ability to understand tax, trust, agency and probate terms and documentations
Competency in basic mathematical skills
Ability to accurately type up to 30 words per minute or better

RELATIONSHIPS:

Responsible to the Senior Trust Administrator or Trust Officers for the fulfillment of functions and responsibilities.
Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

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.

Quick Apply

Refine Your Search

finance operations occupations jobs in central point, or

Trust Operations Specialist I

Manager of Money Movement

Bank Secrecy Act (BSA) Officer & AML/Sanctions Team Lead

Billing & Corporate Operations Specialist

Director – Financial Due Diligence (Quality of Earnings)

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