Wealth Management Assistant

3 weeks ago

Tulsa, United States MidFirst Bank Full time

This position will be responsible for providing administrative support to Tulsa Trust administrators and staff in order to meet customer needs and manage the overall account relationship. The position will have direct interaction and communication with trust customers and professional partners.

Other duties include:

  • Assist trust administrators in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities
  • Prepare and input customer distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement
  • Assist trust administrators in completion of activities related to closing accounts
  • Scan all past and future account documentation, such as disbursement requests, internal and external correspondence, and other account-related information, into the content management software system
  • Review account trial balances, overdrafts, and activity log on client management portal
  • Generate a variety of reports such as trust and investment account statements, net income downloads, fee review sheets, performance reports, etc., for trust administrators and/or customers
  • Assist with the annual tax reporting process for trust and investment accounts
  • Track ongoing account tasks and provide reminders of outstanding items, due dates, approval requests, etc.
  • Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents
  • Interact with and market to professional partners and centers of influence to aid in new business development and trust sales generation
  • Interact directly with trust customers and administrators to ensure customer needs and expectations are met by providing high-quality, tailored, customer service
  • Perform miscellaneous account, client service, and job related duties, as assigned
Position Requirements:
  • The qualified candidate will have at least three years administrative/office related experience and must enjoy working in a team-oriented environment
  • Candidates must be professional, have proficient PC skills, specifically in Microsoft products
  • Must be detail oriented, have the ability to multi-task, and must possess excellent communication skills
  • Strong organizational skills
  • Financial services industry, trust, or private banking experience is preferred


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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