$64,291 - $93,495 yearly
Oregon Pacific Bank
Eugene, OR
JOB SUMMARY: The Trust Portfolio Manager supports trust and fiduciary accounts by coordinating portfolio-related service needs and cash management activities in partnership with the firm’s external Registered Investment Advisor (RIA). This role does not provide discretionary investment management or create investment models; instead, the Trust Portfolio Manager serves as the primary trust department resource for portfolio implementation questions, cash and liquidity planning for distributions, and client education on investment-related topics consistent with governing documents, client objectives, and applicable fiduciary standards. JOB SPECIFICATIONS: Education: Bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent combination of education and experience.Experience: 5+ years of experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial...