Trust Administrator Jobs in Tulsa, OK
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Req ID: 76218 Location: Tulsa -TUL Areas of Interest: Wealth Management; Professional; Relationship Management; Trust Pay Transparency Salary Range: Not Available Application Deadline: 05/01/2025 BOK...
Trust Officer (Full Time) - Oklahoma City or Tulsa Full Time Trust HARVARD, Tulsa, OK, US +1 More Locations Today 2024-11-02T11:16:26.554ZRequisition ID: 8816 External Applicants: Please through...
External Applicants: Please apply through Prosperity Bank's Career Center at. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you...
Req ID: 76218 Location: Tulsa -TUL Areas of Interest: Wealth Management; Professional; Relationship Management; Trust Pay Transparency Salary Range: Not Available Application Deadline: 05/01/2025 BOK...
Demographic Data for Tulsa, OK
Moving to Tulsa, OK? Find some basic demographic data about Tulsa, OK below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Tulsa, OK
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Tulsa, OK offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Anti-Money Laundering
- Wealth Management
- Financial Services
- Financial Operations
- Valuation
- Investment Banking
- Investment Management
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounts Payable
- Closing
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Decision Making
- Documentation
- Mentoring
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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