Trust Assistant

Tulsa, OK

Industry: Financial Services Job Number: 6157

Job Description

What is the position?
The Trust Assistant will play a pivotal role in the success of the firm through administrative and clerical support, while corresponding with clients and prospects.


What will you do?
As a Trust Assistant, you will:

  • Assist team members with administrative tasks such as handling trust transactions, correspondence, and documentation for discretionary requests.
  • Uphold confidentiality and communicate with clients, potential clients, and other stakeholders, answering regular questions.
  • Support local market activities.
  • Open/ maintain accounts and monitor cash balances.
  • Support tax reporting processes.
  • Conduct research and input data into relevant databases.
  • Assemble presentations for clients and marketing.
  • Complete other administrative tasks such as attending meetings, addressing visitors, answering phone calls, providing customer service, and keeping records organized. 


What are the requirements?

  • Bachelor’s Degree in Finance, Business, Economics or related 
  • Experience in the Financial Industry, Wealth Management, or related
  • Marketing/sales experience
  • Trust/banking experience preferred
  • Able to read, interpret, and write general business reports, correspondence, manuals, journals, etc.
  • Experience with MS Office (Excel, Word, PowerPoint, etc.)
  • Ability to multitask and prioritize appropriately
  • Ability to troubleshoot issues
  • Excellent communication skills


You would be really happy working here if:

  • You can strategize, understanding the goals of the company, and creating effective plans to achieve those goals.
  • Roadblocks don’t intimidate you. You understand how to successfully evaluate problems and develop appropriate solutions.
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About Tulsa, OK

Join us in exploring exciting job opportunities in the vibrant area surrounding Tulsa, Oklahoma! Known for its rich cultural heritage, thriving arts scene, and endless outdoor adventures, Tulsa offers a perfect blend of work and play. With iconic landmarks like the BOK Center, Philbrook Museum of Art, and the Gathering Place, as well as unique cuisine ranging from barbecue to gourmet food trucks, this region truly has something for everyone. Cheer for the Tulsa Drillers baseball team at ONEOK Field, immerse yourself in a performance at the Tulsa Performing Arts Center, or enjoy a leisurely day at Woodward Park. Discover why Tulsa is not just a place to work but a place to grow and thrive in your career!