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© All Rights Reserved. ApplyBlast.com
Trust Company of Oklahoma
The Trust Advisor administers personal trusts, estate, investment agency, and IRA accounts in compliance with governing documents and state laws while delivering exceptional client service. This role involves managing complex trust accounts, maintaining accurate records, and ensuring adherence to fiduciary policies and regulatory requirements. The position also includes developing relationships with centers of influence to support business growth and providing proactive communication with clients and advisors.
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.