Trust Assistant

JoCo; Tulsa (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

JoCo in Tulsa, OK seeks a Trust Assistant to provide essential administrative and clerical support while liaising with clients and prospects to keep trust operations running smoothly. You will handle trust transactions, maintain documentation, open and monitor accounts, support tax reporting, and assemble client presentations.

Strong MS Office skills and confidentiality are required. If you are organized, proactive, and able to multitask in a fast-paced financial environment, this role offers an

Qualifications

• Experience in the Financial Industry, Wealth Management, or related
• Trust/banking experience preferred
• 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

Responsibilities

• 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.

Skills

Client communication

Confidentiality

Administrative support

Organizational skills

Attention to detail

Multitasking

Tools

MS Office

Job description

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?

• 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?

• Experience in the Financial Industry, Wealth Management, or related
• 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

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.

JoCo is an Equal Opportunity Employer. We are committed to providing a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs.