Essential Job Functions:

• New Accounts set up – Ensure that all required paperwork is completed for new account set up and forms are in files. New account set up entered into trust accounting system.
• Closed Accounts – review all required paperwork and confirm all appropriate information deleted from computer system.
• Attend and prepare for routine client meetings on team managed accounts. Assist Trust Relationship Manager in preparing for sensitive client meetings.
• Execute communication plan agreed to by Trust Relationship Manager including timely and accurate correspondence with clients as necessary for administration of their account.
• Assume responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Trust Relationship Managers on complex administrative matters.
• Perform annual accountings for court on Conservatorship and Estate accounts. Trust Relationship Managers to approve.
• Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts subject to approval by Trust Relationship Manager.
• Responsible for annual reviews on team assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents.
• Responsible for maintaining all trust customer filings as instructed by the Trust Relationship Manager.
• Maintains and organizes files and coordinate shipment of transfer and closed account files to storage archives.
• Takes lead on trust seminars by performing a variety of duties including preparing fliers, building informational packets, and serving as host/hostess.
• Performs miscellaneous assignments as needed including delivery of documents, typing and data entry.
• Anticipate needs of Trust Relationship Manager and prepare preliminary work on various future projects.
• Will accompany Trust Relationship Managers on client calls as needed.
• Order company supplies and keep costs down where possible.
• Sort and distribute daily external and interoffice mail.
• Create graphs and charts for presentations to existing and prospective clients.
• Assists with the management of the trust pipeline.

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

• 1-2 years’ experience in trust
• AA/College degree in business administration preferred
• ABA (or other) trust courses
• Ability to operate various office equipment including personal computer, printers, fax machine, 10-key adding machine, multi-line telephone, copy machine, etc.
• Spreadsheet and word processing skills, ability to create graphs, Excel formulas and PowerPoint presentations for trust sales opportunities & seminars
• Good understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations.
• Effective time management and organizational skills.
• Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees; public relations skills; tact, diplomacy, and patience.
• Ability to manage confidential information.
• Ability to work on several projects simultaneously and with a variety of employees, managers, executives, etc.
• Ability to work under pressure with constant interruptions.

Physical and Mental Requirements:

• Ability to sit at a computer monitor for extended periods of time
• Ability to perform repetitive finger, hand, and arm movements
• Ability to lift up to 15lbs.
• Ability to effectively discern information and formulate appropriate action
• Ability to reach, squat, bend, and manually manipulate standard office equipment
• Ability to drive to various locations
• Ability to think critically and provide appropriate solutions

We offer a competitive total rewards package including base salary and comprehensive benefits. The annualized range for this role is $24.04 - $33.65, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates cost-effective benefit options including comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, paid time off for vacation, illness, volunteerism, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@umpquabank.com