Trust Portfolio Manager

Oregon Pacific Bank

Phoenix, Oregon

Full TimeOffice AdministrativeOn SitePosted 2 days ago

About this job

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, …

What may help you take and keep this job

These supports are selected from local public services based on this job and common barriers to getting started.

Similar jobs

Trust Portfolio Manager at Oregon Pacific Bank | Rangefinder