Trust Company of Oklahoma
Trust Company of Oklahoma is seeking a detail-oriented Account Support Associate to support daily client service operations and ensure the accurate and timely execution of key account processes. This role collaborates with Client Service Associates, Advisors, and Trust Operations to assist with financial transactions, distribution management, and new account setup. The position requires strong organizational skills, attention to detail, and a commitment to delivering exceptional client service while upholding fiduciary standards.
Independent fiduciary advisors providing wealth management, trust & estate planning, and retirement solutions for families and businesses across Oklahoma for over 40 years.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Trust Company of Oklahoma.
Trust Company of Oklahoma didn’t post a salary, so this is our estimate from similar listings.