Trust Advisor

Location:

Oklahoma City, OKCompany:
Trust Company of Oklahoma

About Us:

Since 1981, Trust Company of Oklahoma has proudly served as Oklahoma’s oldest and largest independent trust company, delivering exceptional service rooted in integrity and deep local roots. With offices in Tulsa and Oklahoma City, we are uniquely positioned to serve clients across the state. Our independence ensures that every decision we make and every recommendation we provide is guided solely by our client's best interests.

Combining decades of experience with a forward-thinking approach, we meet people where they are in life, offering top-tier, personalized solutions. Our services include investment management, financial planning, trust administration, and retirement plan services, all designed to create elevated experiences that help our clients achieve their goals with confidence and care.

Position Overview:

We are seeking a highly skilled Trust Advisor to administer personal trusts, estate, investment agency, and IRA accounts in accordance with governing documents and applicable state laws while delivering excellent client service.

The ideal candidate will have a strong background in fiduciary law, trust administration, and client relationship management, and be detail-oriented and client-focused. They excel in relationship management, ensuring timely and effective communication with clients, beneficiaries, and advisors. They are organized, proactive, and able to work independently or collaboratively to oversee the administration of complex trust accounts while adhering to fiduciary policies and procedures.

Key Responsibilities:

Business Development:
Develop and maintain strong relationships with CPAs, attorneys, financial advisors, and other centers of influence to establish trusted referral partnerships, identify prospective client opportunities, and support the continued growth of the organization’s book of business.

Trust Administration:
Administer and manage assigned trust accounts following governing documents and state laws, ensuring compliance with fiduciary policies and procedures.

Document Interpretation & Compliance:
Demonstrate a strong understanding of trust documents, ensuring administration aligns with trust provisions and legal requirements.

Client Relationship Management:
Provide excellent client service through proactive communication, responsiveness to inquiries, and regular client engagement.

Discretionary Decision-Making:
Prepare necessary documentation and recommendations for the Discretionary Committee regarding discretionary distributions.

Regulatory Compliance & Record Keeping:
Maintain accurate trust records, documentation, and files while ensuring compliance with internal fiduciary policies and regulatory requirements.

Trust Taxation:
Maintain an understanding of trust taxation and the tax implications of trust distributions, working with the Tax Manager to ensure accurate returns are filed for each deadline.

Special Asset Management:
Monitor and ensure compliance with fiduciary policies for special assets.

Delegation & Process Management:
Effectively oversee and delegate administrative tasks to Assistant and Client Service Associate, including trust distributions, cash management, and internal processes.

Transaction Monitoring:
Review daily transactions posted to trust accounts to ensure accuracy and proper documentation.

Account Reviews & Audits:
Prepare and conduct annual account reviews, ensuring ongoing compliance and accuracy.

Client & Advisor Meetings:
Meet with clients to discuss trust and estate planning matters as needed.

Other duties as assigned.

Education and Experience:

Bachelor’s degree in business, finance, law, or a related field; advanced degrees preferred.

Certified Financial Planner (CFP), Certified Trust and Fiduciary Advisor (CTFA), Certified Public Accountant (CPA), Juris Doctorate (JD) or other related professional designations are a plus.
5+ years of experience in trust administration, estate planning, or a related fiduciary services role.

Proven ability to build relationships that generate new business.

Skills:

Strong knowledge of trust taxation, fiduciary law, and trust administration practices; excellent organizational and time management skills to handle multiple accounts efficiently; detail-oriented with the ability to maintain accurate records and documentation; ability to work independently and collaboratively within a team-based environment; superior client relationship management skills to provide…