Top Trust Executive jobs in Tulsa, OK

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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AWM Trust Officer 3
  • Arvest Bank
  • Bartlesville, 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 100 SE Frank Phillips Blvd. in Bartlesville, Oklahoma.

    Position is Monday through Friday 8 am to 5 pm.

    Summary:

    The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission – People helping people find financial solutions for life.

    Job Title: AWM Trust Officer 3

    The AWM Trust Officer 3 is primarily responsible for the administration, development, and maintenance of more complex and larger trust and IRA accounts while providing administrative services to the high-level clients. The associate is accountable for the administration of assigned accounts and will have the primary responsibility for managing the account relationship. The associate will also direct all activities of assigned accounts in a manner that will ensure that administration of accounts will be in conformity with all governing instruments, laws, rules, legislation, policies and procedures.

    We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

    What You’ll Do at Arvest: (Other duties may be assigned.)

    • Maintain and expand existing customer relationships in a current and appropriate condition while soliciting new business from client base by promoting bank services and products.

    • Establish a call plan and work with Regional Investment Officer to regularly call on the high potential clients and centers of influence.

    • Interact with high-level clients, resolving account problems with all areas of the Bank to ensure quality service is provided and clients’ needs are met.

    • Provide customer with information and assistance regarding investment strategies and relationship management.

    • Obtain additional assets for current accounts or by establishing new relationships through referrals.

    • Review accounts for compliance with internal policies and procedures, federal regulations, local laws and legal documents.

    • Interpret legal documents and determine both discretionary and non-discretionary distributions.

    • Maintain and develop extensive client, professional, public, governmental, and internal bank contacts for communications, service, and counseling in bank trust and investment matters.

    • Maintain a high level of professional educational awareness in order to keep current on industry issues and regulations while also maintaining knowledge of trust products, services, policies and procedure to answer questions and resolve customer inquired and potential problems.

    • Performs complex administrative duties, which include Reg 9 reviews, non-discretionary distributions; monitors and approves overdrafts and prepares client reports and special projects.

    • Coordinate activities with the Trust Division’s Tax Services, Investments, and Operations department to resolve related issues.

    • 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.

    Supervisory Responsibilities

    Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.

    • Oversee a team of 2 or more direct reports including interviewing, hiring, proactively supporting others in their path forward, providing feedback and continuous empowerment.

    Responsibilities:

    Toolbox for Success:

    • Bachelor’s degree in Finance, Accounting, Business, or related field or equivalent military or work experience required.

    • 6 years of experience in trust administration required.

    • Completion of Personal Trust Curriculum Level 1, 2 & 3 ABA or related training required.

    • Designation of CTFA and/or CFP or equivalent training and/or experience required.

    • Excellent knowledge of fiduciary management techniques, investments, tax, and legal issues required.

    • Excellent knowledge of accounting principles required.

    • Excellent knowledge of Bank’s products and services required.

    • Excellent skills/knowledge with the trust accounting systems required.

    • Excellent skills/knowledge of the Advisor system required.

    • Master’s degree preferred.

    • Relevant military experience is considered for veterans and transitioning service members

    Physical Demands:

    The associate must be able to travel occasionally by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    We offer competitive compensation, benefits packages, and significant professional growth.

    Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.


    Grade 16

    Pay Range: $71410 - $84797 per year

  • 2 Days Ago

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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, includ...
  • 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 Financial Tax Accountant
  • Arvest Bank
  • Dewey, OK FULL_TIME
  • Expiration Date: September 8, 2022 Work Type: Full Time Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed. Location: Dewey, OK. Exempt: Yes Salary Grade: G...
  • 11 Days Ago

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Personal Trust Officer
  • BancFirst Corporation
  • Tulsa, OK FULL_TIME
  • Personal Trust OfficerTulsa, OK Onsite Position7625 E. 51st Street, Tulsa 74145Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommoda...
  • 15 Days Ago

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Trust Operations Account Services Coordinator
  • 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, includ...
  • 9 Days Ago

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0 Top Trust Executive jobs found in Tulsa, OK area

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Inside Sales Representative
  • Advisors Oklahoma (DWM-TL)
  • Tulsa, OK
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/28/2024 12:00:00 AM

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Compliance Officer
  • Capital Advisors Inc.
  • Tulsa, OK
  • We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through in...
  • 3/28/2024 12:00:00 AM

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Dental Assistant
  • Department of Veterans Affairs
  • Tulsa, OK
  • Summary The Muskogee and Tulsa VA Medical Center, part of the Eastern Oklahoma VA Health Care System (EOVAHCS), Dental S...
  • 3/28/2024 12:00:00 AM

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Temporary Sales Associate - WOODLAND HILLS
  • Tapestry, Inc.
  • Tulsa, OK
  • Coach is a leading design house of modern luxury accessories and lifestyle collections, with a long-standing reputation ...
  • 3/28/2024 12:00:00 AM

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Sr. Sales Executive, Digital Marketing (Central US)
  • Thomson Reuters Corporation
  • Tulsa, OK
  • Are you passionate about the chance to bring your sales experience to a world class company that is market leading for b...
  • 3/28/2024 12:00:00 AM

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Medical Support Assistant
  • Department of Veterans Affairs
  • Tulsa, OK
  • Summary The Medical Support Assistant (MSA) performs duties related to the receipt, intake and indexing of health and ad...
  • 3/27/2024 12:00:00 AM

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Account Executive
  • Tulsa Division (DWM-TL)
  • Tulsa, OK
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

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Chief Financial Officer (Manufacturing)
  • TALENThire Professional Services
  • Tulsa, OK
  • ***This position is posted for one of our valued clients*** Reporting to the CEO, the CFO position is a critically impor...
  • 3/26/2024 12:00:00 AM

Tulsa is located in the northeastern corner of Oklahoma, 99 miles (159 km) northeast of Oklahoma City; situated between the edge of the Great Plains and the foot of the Ozarks in a generally forested region of rolling hills. The city touches the eastern extent of the Cross Timbers, an ecoregion of forest and prairie transitioning from the drier plains of the west to the wetter forests of the east. With a wetter climate than points westward, Tulsa serves as a gateway to "Green Country", a popular and official designation for northeast Oklahoma that stems from the region's green vegetation and r...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$260,864 to $399,410
Tulsa, Oklahoma area prices
were up 1.2% from a year ago

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