Trust Operations Assistant

Location: Tulsa Region
Service Area: FA: Banking
Job Type: Contract To Hire

Our client is looking for a Trust Operations Assistant to join their team! This is a great opportunity to work for a reputable bank! Don’t hesitate, apply now!

Trust Operations Assistant

Tulsa, OK

Job Responsibilities:

  • Initiate purchase and sale of securities in accounting system.
  • Respond to customer's requests and inquiries timely.
  • Daily balancing of receipts and disbursements.
  • Accurate data entry into trust software.
  • Input new account set up.
  • Responsible for customer contact involving disbursement and deposits.
  • Post variable interest. 
  • Initiate wires. 
  • Process trust fees.
  • Prepare vault tickets.
  • Remit Federal and State tax payments.
  • Responsible for department invoices and miscellaneous office duties. 
  • Additional duties as assigned


  • Associates degree preferred
  • 2+ years of previous banking experience 
  • Proficient in MS Office
  • Careful attention to detail to ensure accuracy
  • Accurate filing and keyboarding skills
  • Great communication skills
  • Strong attention to detail
  • Ability to multi-task and manage time effectively

Why choose Addison Finance & Accounting?

  • Pay: We negotiate high salaries using US Bureau of Labor Statistics
  • Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
  • Permanent Employment: Many of Addison’s Finance & Accounting job openings lead to potential permanent employment
  • Connections: You connect directly with hiring managers from renowned organizations
  • Options: You are presented multiple employment options near your home
  • Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation