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Trust Associate

  • Location: Portland, 97205
  • Job Type:Contract

Posted 3 months ago

Contract Opportunity with a FULL suite of benefits!

Position: Trust Associate 

Location: Portland, OR 97205

Term: 3 Months

Day-to-Day Responsibilities:

  • Daily review of transaction journals and cash reports.
  • Where applicable, manage cash activities for accounts.
  • Answer clients' questions.
  • Review overdraft reports and remedy overdrafts where applicable
  • Review fee maps and authorize the release and postings, including preparing manual fee postings spreadsheet for submission to Operations
  • Conduct research work in order to answer clients' inquiries.
  • Reprint statements as requested.
  • Prepare same-day or future disbursement entries pursuant to requests and approvals.
  • Where necessary, send out confirmation letters on disbursement requests via telephone.
  • Conduct disbursement call backs on fedwires.
  • Where necessary, update the account synoptic and account records.
  • Where necessary, update name and address records.
  • Where necessary, update investment manager Excel database.
  • As required, maintain and print ticklers for trust officers. Process required tasks outlined on ticklers in consultation with trust officers.
  • Serve as liaison between Administration and Operations including securities related activities.
  • Administer accounts with minimum supervision from the Trust Officer(s). Sole responsibility for designated Business Escrow, Custody accounts and Trust accounts as administrator.
  • Prepare drafts of annual account reviews for both fiduciary and non-fiduciary accounts for the trust officer.
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

Is this a good fit? (Requirements):

  • College degree or comparable job experience preferred
  • Good organization skills
  • Excellent client service and communications skills
  • Ability to prioritize tasks
  • Vision must be sufficient to read data reports, manuals and computer screens. Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel in a limited capacity.


About our client:
Founded in 1985, our client and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Join a team that continues to make significant investments in its digital solutions, including upgrading our consumer-facing technology.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at MATRIX_HR@MatrixRes.com. To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see MatrixRes.com/Benefits for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.