Trust Portfolio Manager

Job overview

The Trust Portfolio Manager is an onsite, full-time role in Medford, OR, with a stated salary of $64,290.74–$93,495.28 per year. The role supports Oregon Pacific Bank’s Trust and Wealth Management department. The position coordinates portfolio-related service needs and cash management for trust and fiduciary accounts in partnership with an external registered investment advisor. It helps ensure account activity, distributions, documentation, and client communications follow governing documents, client objectives, and fiduciary and regulatory requirements; it does not make discretionary investment decisions or create investment models.

What you'll do

• Coordinate cash needs for distributions, taxes, fees, and account obligations
• initiate and monitor cash-raise requests with the external RIA
• execute trades only as authorized or coordinate execution
• coordinate in-kind transfers and asset swaps
• coordinate tax-loss harvesting analysis with the RIA
• track maturities and cash flows
• coordinate corporate actions and proxy voting
• investigate trade errors
• serve as a contact for broker and custodian operations
• explain portfolio information using approved materials and escalate advice questions
• support onboarding, risk profiling, investment migrations, exception resolution, client reviews, records, and audits
• follow bank compliance and documentation requirements.

What we're looking for

Skills & competencies

trust portfolio manager

medford or

oregon pacific bank

full-time

trust administration

fiduciary accounts

portfolio operations

cash management

external ria

trade operations

client service

$64,290.74–$93,495.28/year

cfp preferred

Work arrangement

• Weekend coverage required

Why this role

The posting explicitly states that the role does not provide discretionary investment management or create investment models. A bachelor’s degree or equivalent combination of education and experience and 5+ years of related experience are specified; CFP is preferred.

About the employer

Oregon Pacific Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.