Wealth Trust Administrative Specialist

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

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