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Trust Operations Manager Jobs in Oregon (NOW HIRING)

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

Experience: 5+ years of experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services * Certifications: CFP is preferred ...

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

Experience: 5+ years of experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services * Certifications: CFP is preferred ...

Pharmaceutical Strategies Group LLC

OR

$100K - $120K/yr

Overview PSG is seeking a manager-level Sales Operations Manager who will serve as a strong ... Act as a trusted operational partner who leads through influence, drives accountability across ...

PDS Health

Operations Manager

Portland, OR · On-site

Overview The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PDS Health

Operations Manager

Portland, OR · On-site

$33.25/hr

The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and ... Influencer (active listener/observer of behavior; builds trust with those requiring coaching ...

PSI CRO

Clinical Operations Manager

PSI is seeking an experienced and people-focused Clinical Operations Manager to join our team. In ... Strong interpersonal skills with the ability to build trust, foster collaboration, and develop high ...

PSI CRO

Clinical Operations Manager

OR · On-site +1

PSI is seeking an experienced and people-focused Clinical Operations Manager to join our team. In ... Strong interpersonal skills with the ability to build trust, foster collaboration, and develop high ...

Project Sapiens

Renewal Operations Manager

OR · Remote

Title : Renewal Operations Manager Location: Remote - North America Position Summary: Sapiens is ... trust, and take ownership of renewal conversations over time * Partner with CSMs and PS leads on ...

Sapiens

Renewal Operations Manager

OR · On-site +1

Title : Renewal Operations Manager Location: Remote - North America Position Summary: Sapiens is ... trust, and take ownership of renewal conversations over time * Partner with CSMs and PS leads on ...

BlueCat

OR · On-site

$110K - $125K/yr

... re trusted, heard, and supported. With teams globally, we're building a workplace culture that ... The Professional Services Operations Manager is responsible for driving operational excellence ...

Jobs for Humanity

Accounting Operations Manager

OR · On-site

Meeting our mission is an opportunity to restore trust between people and public institutions. We ... The Accounting Operations Manager fulfills these duties using a high level of discretion in ...

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All JobsTrust Operations JobsTrust Operations Manager JobsTrust Operations Manager Jobs in Oregon

Trust Operations Manager information

See Oregon salary details

$32.8K

$67.1K

$125.3K

How much do trust operations manager jobs pay per year?

As of Jul 17, 2026, the average yearly pay for trust operations manager in Oregon is $67,091.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $81,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trust Operations Manager, and why are they important?

To thrive as a Trust Operations Manager, you need expertise in trust administration, financial operations, and regulatory compliance, usually supported by a bachelor’s degree in finance or a related field. Familiarity with trust accounting software, portfolio management systems, and industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA) are highly valued. Exceptional attention to detail, leadership, and strong interpersonal skills help in managing teams and maintaining client relationships. These skills are vital to ensure accurate trust management, mitigate risk, and deliver reliable service in a highly regulated environment.

Is operations a high paying job?

Trust Operations Managers typically earn salaries above the median for managerial roles, with compensation varying based on industry, experience, and location. They often receive additional benefits such as bonuses and stock options, reflecting the importance of their role in organizational compliance and risk management.

How much does an operations specialist get paid?

The salary for an operations specialist typically ranges from $50,000 to $70,000 annually, depending on experience, location, and industry. In roles related to trust operations, managers often earn higher salaries, with median pay around $80,000 to $100,000, reflecting increased responsibilities and required skills such as compliance and risk management.

How does a Trust Operations Manager typically collaborate with other departments within a financial institution?

A Trust Operations Manager regularly collaborates with departments such as compliance, IT, legal, and client services to ensure seamless processing and administration of trust accounts. They often coordinate with compliance teams to ensure adherence to regulatory requirements, work with IT to optimize trust accounting systems, and support client services in resolving account-related issues. This cross-departmental collaboration is essential for maintaining accuracy, efficiency, and regulatory compliance in trust operations.

How much does an assistant trust officer make?

An assistant trust officer typically earns between $50,000 and $80,000 annually, depending on experience, location, and the size of the financial institution. They assist trust officers in managing client portfolios, estate planning, and compliance tasks, often requiring knowledge of trust laws and financial regulations.

What are Trust Operations Managers?

Trust Operations Managers are professionals responsible for overseeing the administrative and operational functions of trust departments in financial institutions or trust companies. Their duties include managing trust accounts, ensuring compliance with regulations, supervising staff, and coordinating with other departments to provide seamless client service. They play a key role in safeguarding client assets, processing transactions, and maintaining accurate records. Trust Operations Managers must have strong knowledge of trust and estate laws, financial regulations, and operational best practices to ensure the efficient and secure management of trust operations.

What is the difference between Trust Operations Manager vs Trust Officer?

AspectTrust Operations ManagerTrust Officer
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CPA or CFA are commonOften holds similar degrees; certifications like CPA, CFA, or trust-specific credentials are advantageous
Work EnvironmentManages operational processes within trust departments, overseeing compliance and efficiencyHandles client relationships, manages trust accounts, and ensures fiduciary duties are met
Employer & Industry UsageFound in banks, trust companies, and financial institutionsCommonly employed by banks, trust companies, and wealth management firms

While both roles operate within trust services, the Trust Operations Manager focuses on managing operational processes and compliance, whereas the Trust Officer primarily manages client relationships and fiduciary responsibilities. Both roles require relevant financial credentials and are integral to trust department functions.

What does a trust operations manager do?

A trust operations manager oversees the administration and management of trust accounts, ensuring compliance with legal and regulatory requirements. They coordinate activities such as asset management, record keeping, and reporting, often using specialized software and working closely with legal and financial professionals. The role requires strong organizational skills and knowledge of trust laws and financial regulations.
What are the most commonly searched types of Trust Operations jobs in Oregon? The most popular types of Trust Operations jobs in Oregon are:
What are popular job titles related to Trust Operations Manager jobs in Oregon? For Trust Operations Manager jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Trust Operations Manager jobs in Oregon look for? The top searched job categories for Trust Operations Manager jobs in Oregon are:
Trust Operations Manager jobs near you
Infographic showing various Trust Operations Manager job openings in Oregon as of July 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $67,091 per year, or $32.3 per hour.
Trust Portfolio Manager

Trust Portfolio Manager

Oregon Pacific Bank

Eugene, OR • On-site

$64K - $93K/yr

Full-time

Posted 29 days ago

Job description

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 services
  • Certifications: CFP is preferred

ESSENTIAL FUNCTIONS:

  • Coordinate cash needs for recurring and non-recurring distributions, taxes, fees, and other account obligations; recommend liquidity strategies to Trust Officers and coordinate timely funding.
  • Initiate and monitor requests to the external RIA for cash raises (e.g., model-appropriate sales) and confirm settlement timing to meet distribution deadlines.
  • Execute trades only as authorized (or coordinate trade execution with the external RIA/custodian, as applicable); review trades for accuracy, settlement, and alignment with account restrictions and documentation.
  • Evaluate and coordinate in-kind transfers, security exchanges, and asset swaps within accounts (including cost basis considerations and restrictions) and partner with the Trust Officer, RIA, broker/custodian, and Operations to implement.
  • Identify tax-loss harvesting opportunities and coordinate analysis and execution with the external RIA consistent with account objectives, restrictions, and documentation.


  • Track CD and bond maturities, calls, and principal/interest cashflows; coordinate reinvestment or liquidity decisions with Trust Officers and the external RIA.
  • Serve as the Trust department point of contact for corporate actions and proxy voting; coordinate elections, responses, and documentation in accordance with policy, deadlines, and account authority.
  • Act as the primary Trust department resource for trade errors; investigate root cause, coordinate corrections with the RIA/broker/custodian and Operations, document outcomes, and escalate per policy.
  • Act as the primary point of contact for the broker and custodian on portfolio/trading operations items, issue resolution, and service requests.
  • Be available as a client resource to explain portfolio structure, model objectives, risk/return tradeoffs, fixed income/cashflow concepts, and market impacts using materials approved by the RIA and/or Trust department; escalate investment advice questions to the RIA as appropriate.
  • Review account circumstances (governing documents, distribution requirements, tax considerations, concentration constraints, restricted assets) and communicate relevant constraints and account events to the RIA.
  • Support account onboarding, investment objective/risk profiling workflows, model selection documentation, and change requests; ensure accurate and complete information is provided to the RIA for trading/rebalancing.
  • Monitor and track account investment migrations (e.g., transitions to new custodian, model changes, legacy asset liquidation plans); communicate status, exceptions, and timing to stakeholders.
  • Help identify and resolve portfolio-related exceptions (cash deficits, overdrafts, restricted securities, settlement issues, corporate actions, unusual activity) in coordination with Trust Operations and the RIA.
  • Coordinate delivery and explanation of investment reports and performance information (as provided by the RIA/custodian) and assist Trust Officers in preparing for client reviews.
  • Provide responsive service to internal partners and clients; track open items and follow through to completion.
  • Maintain clear notes and records of requests, client communications, approvals, elections, and actions taken in accordance with department standards.
  • Follow documentation and approval requirements for model selection/changes, tax-loss harvesting requests, asset swaps, corporate action elections, proxy voting, and distribution funding requests.
  • Support audits/exams by providing requested documentation and explaining processes as needed.
  • Be knowledgeable of bank compliance rules and adhere to Bank, Federal and State banking policies, procedures and regulations relating to this position
  • Other duties assist with the business or operational needs of the Trust department


SKILLS:

  • Client service mindset and professionalism
  • Ability to collaborate across departments and with external partners
  • Show sound judgement and appropriate escalation
  • Organizational and follow-through skills
  • Analytical thinking and problem-solving skills
  • Understanding of rules and regulations governing instruments, applicable fiduciary standards, and internal policies and procedures with trading and trade related activities.
  • Understanding and ability to maintain appropriate role boundaries: no creation of investment models/strategies outside of those provided by the external RIA and no discretionary investment decision-making beyond delegated authority.
  • Familiarity with capital gains implications, tax-sensitive investing concepts, and trust accounting basics.
  • Experience with corporate actions processing and/or proxy-voting administration
  • Experience with fixed income trading support, maturity ladders, and cash flow forecasting
  • Follow documentation and approval requirements for model selection/changes, tax-loss harvesting requests, asset swaps, corporate action elections, proxy voting, and distribution funding requests.
  • Ability to maintain confidentiality of client information and comply with privacy and information security requirements.

RELATIONSHIPS:

  • Responsible to the Director of Trust and Wealth Management 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.