Top 4 Finance officer Jobs in Salem, Or

Trust Officer
PIONEER TRUST BANK NA —Salem, OR
- Full-time
- Microsoft Excel
- Office
- Finance
- Profit sharing
- Wellness program
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11d
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- Full-time
- Spanish
- English
- Mid-level
- Wellness program
- Health savings account
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Trust Officer

PIONEER TRUST BANK NA
Salem, OR

Quick Apply

Job Details

Full-time
11 days ago

Benefits

Profit sharing
Wellness program
Paid holidays
Disability insurance
Dependent care reimbursement
401(k)
Flexible spending account
Tuition reimbursement
Vision insurance

Qualifications

Confidential information handling
Customer relationship building

Full Job Description

Join Pioneer Trust Bank as an experienced Trust Officer—100% portfolio management, zero sales quotas.

We are growing and looking for a dedicated Trust Officer to manage a diverse portfolio of trust accounts. If you are passionate about preserving financial legacies and want to focus entirely on client care rather than hitting sales targets, we want to hear from you. In this in-office role, you will administer accounts in strict accordance with legal regulations and our clients' wishes. This position requires a strong understanding of trust and estate administration, excellent communication skills, and a commitment to providing exceptional client service. We offer a highly supportive, collaborative environment where your expertise is valued.

Job Type: Full Time/Exempt

Hours: Mon-Fri: 8am-5pm; Occasional after-hours

What You'll Do

Manage and administer a diverse portfolio of trust accounts, ensuring compliance with applicable laws and regulations.
Oversee the establishment and maintenance of trust agreements and documentation.
Perform regular reviews of trust accounts to ensure compliance with fiduciary standards and client objectives.
Communicate effectively with clients, beneficiaries, and advisors to ensure a thorough understanding of trust provisions and client needs.
Review and approve disbursement requests, ensuring that all transactions are accurately documented and justified. - Collaborate with internal teams, including investment, tax, and legal professionals, to provide comprehensive service to clients.
Regularly report on trust account performance and activities to clients and internal stakeholders.
Maintain up-to-date knowledge of trust-related laws, regulations, and best practices, and represent the company at industry events as needed. - Assist in business development efforts by strengthening client relationships and identifying new opportunities for trust services.

Why You'll Be Successful

Have experience in trust administration, estate planning, or a related field.
Have strong knowledge of trust laws, regulations, and fiduciary best practices.
Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues alike.
Strong analytical skills and attention to detail, with the ability to manage multiple priorities and deadlines.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and trust management software.
Hold a bachelor’s degree in finance, business, accounting, or a related field or a combination of education and experience.
A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.

Why You’ll Love Pioneer Trust

We believe in fostering a culture of integrity, collaboration, and professional development. We support work life balance and offer competitive compensation, a comprehensive benefits package, and opportunities for growth within a supportive team environment.

Medical (85% of employee coverage paid by company)
Dental (85% of employee coverage paid by company)
Vision Insurance (85% of employee coverage paid by company)
401(k)
Life and Long-Term Disability Insurance (100% company paid)
Generous Profit Sharing
Health & Dependent Care Reimbursement Accounts
Employee Assistance & Wellness Program (100% company paid)
Vacation & Sick Leave
Up to 11 Paid Holidays
Tuition Reimbursement
Discounted and Free Banking Privileges
Ongoing professional development

Pioneer Trust Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Trust Officer

Bilingual Financial Services Officer I - Woodburn Branch

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