Trust Administration Assistant jobs in Oklahoma

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Trust Operations Assistant Manager
  • Arvest Bank
  • Dewey, OK FULL_TIME
  • Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .

    Position is located at 800 N Osage Street in Dewey, Oklahoma.

    Position is expected to be in the office full time, but remote availability depending on the situation.

    Position is Monday through Friday 8 am to 5 pm with additional hours as necessary based on workload.

    Summary:

    SUMMARY: The Trust Operations Assistant Manager is r esponsible for assisting the Trust Operations Manager in the daily workflow in Trust Operations. The incumbent also supervises day-to-day activities of a trust operations unit specializing in either the Asset Services, Account Services, Reconciliations, User Support/Training, or System Administration areas. Unit supervised is of greater complexity and variety of activities. Ensures that activities are conducted efficiently and timely and according to established policies, procedures and regulations. Assigns, prioritizes and monitors work. Maintains ongoing contact with other areas of the trust company. Exercises initiative and creativity in identifying improvement opportunities, responding to issues and developing solutions and maintains knowledge and ability to act independently and make good business judgements.

    Ensures that own work, as well as work of any associates supervised, is in compliance with applicable laws, regulations and guidelines, as detailed in policies located on Company intranet; policies include but are not limited to Trust Policies, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies.

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

    1. Supervises day-to-day activities of a trust operations unit specializing in either the Asset Services, Account Services, Reconciliations, User Support/Training, or System Administration areas, ensuring that activities are conducted efficiently and timely and according to established policies, procedures and legal and regulatory guidelines.

    2. Supervises staff, assigning, prioritizing and monitoring work; provides leadership, coaching, counseling and guidance to staff; assigns tasks and responsibilities. Develops, assigns and monitors plans to ensure completion of goals, objectives and meeting deadlines.

    3. Contributes to development of department policies and procedures in coordination with department management, including responding to business developments and changes; ensures adherence to policies, procedures, standards and guidelines. Coordinates unit compliance with overall department guidelines as well as regulatory agencies.

    4. Supervises completion of ongoing, day-to-day general trust operations work, which may include Fund Cash Accounting, Asset Services, Account Services, Reconciliations, User Support/Training, System Administration or Middle Office, ensuring that work is completed timely and accurately.

    5. Assists staff, other internal departments and outside personnel with questions, resolving escalated issues and problems by conferring with staff, department management, other internal departments and outside contacts as necessary. Maintains ongoing contact with financial advisors, investment companies, vendors and others to resolve issues, develop creative solutions to problems, answer questions and ensure proper processing.

    6. Audits staff work on a regular basis to ensure that transaction recording, data accuracy and other day-to-day policies and procedures are followed and productivity levels are maintained. Coordinates with internal and external auditors, providing information and incorporating recommended changes as needed.

    7. Trains new staff members and other related departments in operations policies, practices and procedures including incorporating procedures for new products, laws and regulations, coordinating with the training department as needed.

    8. Prepares various management reports and other information documenting unit activities; summarizes and highlights important information, incorporating changes and feedback as needed.

    9. Assists in acquisitions conversions, which may include account research and analysis, system integration work, coordination with acquired company staff and other activities.

    10. Maintains in-depth knowledge of applicable laws, regulations and guidelines. Shares knowledge to ensure that staff has complete and current information.

    11. Performs additional duties and participates in special projects as required.

    12. Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

    TEAM ACCOUNTABILITIES:

    • Support and uphold the Arvest Mission Statement
    • Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
    • Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
    • Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation.
    • Foster and promote the proper company image at all times.

    SUPERVISORY RESPONSIBILITIES:

    Directly supervises two or more fulltime equivalents. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ensure direct reports have completed required compliance training and are adhering to all internal procedures and controls as it relates to bank policy, laws, regulations and Arvest’s BSA/AML Program. Responsibilities include interviewing, hiring, appraising performance, rewarding, and disciplining associates. The incumbent has the authority and the appropriate influence to make recommendations regarding hiring, firing, advancement, promotion, or any other change of status of other associates within the guidelines of the bank’s procedures and guidelines for such change of status events. The incumbent provides training, planning, assigning, and directing work assignments and schedules; addressing complaints and resolving problems.


    Responsibilities:

    QUALIFICATION REQUIREMENTS:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    EDUCATION and/or EXPERIENCE:

    • Demonstrated knowledge of general accounting principals as gained through a bachelors’ degree in accounting or finance, or a minimum of 3-4 years previous trust accounting experience.

    OTHER SKILLS AND ABILITIES:

    · Must be able to arrive at work on time, work on site and have regular work attendance

    • Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
    • Must be able to provide cordial customer service regardless of customer personality, presence or communication style
    • Must be able to perform several tasks at once
    • Must be able to work in a stressful atmosphere
    • Must be able to rotate job tasks
    • Must be able to greet others cordially
    • Must be able to coordinate multiple and changing priorities
    • Must be able to verbally communicate with all other associates
    • Must be able to operate telephone, scanner, copier and FAX machines
    • Must be able to occasionally work outside of normal business hours.
    • Must be able to move from department, division, or bank to department, division, or bank to attend meetings
    • Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the associate is regularly required to sit, stand and walk, use hands to finger coordination, handle or feel objects/controls, hear and speak. The associate is occasionally required to stoop and reach with hands and arms.

    The associate must occasionally lift and/or move up to 50 pounds.

    Specific vision abilities required by this job include close vision and the ability to adjust focus.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.


    Grade 14

    Pay Range: $49680 - $58995 per year

  • 8 Days Ago

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Trust Administrative Assistant 2
  • Arvest Bank
  • Bartlesville, OK FULL_TIME
  • Exempt: No Salary Grade: Grade 12 Position is located at 100 SE Frank Phillips Blvd. in Bartlesville, Oklahoma. Position is Monday through Friday 8 am to 5 pm with the ability to work additional hours...
  • 10 Days Ago

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Trust Assistant III
  • STRIDE BANK NA
  • Oklahoma, OK OTHER
  • Job Details Job Location: OKC-Gaillardia - Oklahoma City, OK Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Travel Percentage: Negligible Job Shift: Day DescriptionS...
  • 1 Month Ago

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Administration Assistant
  • Westminster Information Technology
  • Oklahoma, OK FULL_TIME
  • We are seeking an Administration Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.Responsibilities:Draft correspondences and other f...
  • 3 Days Ago

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BSA Assistant
  • FIRST BANK & TRUST
  • Duncan, OK OTHER
  • Job Details Job Location: Duncan Main Banking Center - Duncan, OK Position Type: Full Time Salary Range: Undisclosed DescriptionEOE M/F/D/V Affirmative Action Employer JOB SUMMARY: This position is re...
  • 10 Days Ago

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IT Support Assistant
  • FIRST BANK & TRUST
  • Duncan, OK OTHER
  • Job Details Job Location: Duncan Corporate Bldg - Duncan, OK Position Type: Full Time Education Level: High School Salary Range: Undisclosed DescriptionEOE M/F/Vets/Disability Affirmative Action Emplo...
  • 11 Days Ago

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Trust Administration Assistant
  • Commonwealth Trust Company
  • Wilmington, DE
  • Job Description Job Description This position is responsible for providing administrative support to the Trust Administr...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant General Administrative
  • Builders FirstSource, Inc.
  • Surprise, AZ
  • Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
  • 3/28/2024 12:00:00 AM

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Trust Administrative Assistant II
  • First Financial Bank
  • Odessa, TX
  • Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial F...
  • 3/27/2024 12:00:00 AM

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Buyers' Clerical / Administrative Support
  • EbLens
  • Torrington, CT
  • **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
  • 3/27/2024 12:00:00 AM

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TRUST ADMINISTRATIVE ASSISTANT (Part-Time)
  • Commercial Bank & Trust Co
  • Memphis, TN
  • Job Description Job Description Role and Responsibilities: Open, stamp, scan, and distribute mail and other incoming and...
  • 3/26/2024 12:00:00 AM

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Clerical Administrative Assistant
  • Manpower
  • Beverly, WV
  • Our client, is seeking an administrative assistant to join their team. As an administrative assistant, you will be part ...
  • 3/26/2024 12:00:00 AM

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Receptionist / General Administrative Assistant
  • First Industrial
  • Chicago, IL
  • Job Description Job Description General Summary Receptionists are expected to have the phone line open and operating pro...
  • 3/26/2024 12:00:00 AM

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General Administrative Assistant
  • Florida National University-Main Campus
  • Hialeah, FL
  • Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
  • 3/24/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$42,562 to $54,254

Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019