Senior Trust Advisor — Fiduciary & Client Relations Expert

Trust Company Of Oklahoma Of Tulsa; Oklahoma City (OK); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Hybrid Work Arrangements

Job summary

Trust Company of Oklahoma is seeking a skilled Trust Advisor to administer personal trusts, estate and IRA accounts, ensuring compliance with governing documents and state laws while delivering outstanding client service. The role requires expertise in fiduciary law, trust administration, and client relationship management, with strong communication and collaborative skills.

This is a full-time, hybrid position with competitive salary, health insurance, retirement plan and growth opportunities

Qualifications

• Bachelor's degree in business, finance, law, or related field (advanced degrees preferred).
• 5+ years of experience in trust administration, estate planning, or fiduciary services.
• Certifications such as CFP/CTFA/CPA/JD are a plus.

Responsibilities

• Develop and maintain relationships with CPAs, attorneys, financial advisors, and other centers of influence to grow the book of business.
• Administer and manage assigned trust accounts following governing documents and state laws.
• Ensure compliance with fiduciary policies and regulatory requirements.

Skills

Fiduciary Law

Trust Administration

Client Relationship

Communication

Travel

Education

JD or CPA or CFP

Job description

Trust Company of Oklahoma is seeking a skilled Trust Advisor to administer personal trusts, estate and IRA accounts, ensuring compliance with governing documents and state laws while delivering outstanding client service. The role requires expertise in fiduciary law, trust administration, and client relationship management, with strong communication and collaborative skills.

This is a full-time, hybrid position with competitive salary, health insurance, retirement plan and growth opportunities