Tulsa – Trust Administrator (107129)

Monica has been a Trust Administrator for over 20 years and enjoys all elements of trust administration and support.

She is seeking an opportunity with a Tulsa area bank.

Monica’s career skills as a Trust Administrator include:

  • Assisted trust officer in administration of trust accounts and processed requests.
  • Assisted in managing $700MM portfolio.
  • Used OMNI Trustware system and Workstation to process trust distributions, set up online access and maintain internal account coding.
  • Assisted trust officer in performing annual Reg 9 reviews.
  • Communicated with portfolio managers regarding portfolio investment changes.
  • Communicated with outside CPA’s to provide tax information and process tax payments for individual tax returns.
  • Coordinated opening and closing accounts.
  • Maintained trust document imaging and administrative files.
  • Prepared presentations and investment performance reviews.
  • Worked with Private Banking team members to retain funds due to age attainment, death, specific trust language.

Monica is asking for a base salary minimum of $57K.

Kindly call Jeanie Maher or Tom Szmanda at 847-325-5457 or email us at: jeanie@symicorgroup.com.