The Senior Trust Officer administers personal trust, estate, custody, investment agency, and IRA accounts, ensuring compliance with governing documents, laws, and fiduciary standards.
They manage complex client relationships, provide proactive communication on account activity and market trends, collaborate internally and externally to resolve issues, and stay current on relevant regulations.
Ideal candidates have a Bachelor's degree and 6-8 years of trust experience or 8-10 years of related experience, with expertise in trust documents, probate law, taxes, and investments.
The role emphasizes teamwork, professional development, and delivering exceptional client service in a diverse, respectful environment.
The organization offers competitive benefits, growth opportunities, and values empowering employees and community engagement.
We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.