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Trust Associate Jobs in Oklahoma (NOW HIRING)

UMB Financial

Trust Sales Advisor

Tulsa, OK · Hybrid

$141K - $172K/yr

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ... Expect more trust. We want you to do the right thing, no matter what. And, expect more ...

ACE Cash Express-Reid

Sales Associate

Tulsa, OK · On-site

$16 - $17/hr

Building trust with customers is a top priority, so you will need to listen actively, communicate ... Sales Associates will need to understand the diverse range of financial products and services that ...

ACE Cash Express-Reid

Sales Associate

Tulsa, OK · On-site

$16 - $17/hr

Building trust with customers is a top priority, so you will need to listen actively, communicate ... Sales Associates will need to understand the diverse range of financial products and services that ...

ACE Cash Express

Sales Associate

Tulsa, OK · On-site

$12.50 - $17/hr

Building trust with customers is a top priority, so you will need to listen actively, communicate ... Sales Associates will need to understand the diverse range of financial products and services that ...

ACE Cash Express

Sales Associate

Tulsa, OK · On-site

$10.50 - $14.25/hr

Building trust with customers is a top priority, so you will need to listen actively, communicate ... Sales Associates will need to understand the diverse range of financial products and services that ...

Clean-Tech Company

Custodial Supervisor

Muskogee, OK · On-site

We trust associates to do their jobs and make decisions, and allow them the flexibility to work in a way that keeps them inspired and innovative. They are more than a loyal, dedicated workforce; the ...

Seminole Ford

Automotive Sales Associate

Seminole, OK · On-site

Automotive Sales Associate Seminole Ford | Seminole, OK About Seminole Ford Seminole Ford is a ... We are a stable, community-focused dealership with decades of trust in the Seminole area. We are ...

Seminole Ford

Automotive Sales Associate

Seminole, OK · On-site

Automotive Sales Associate Seminole Ford | Seminole, OK About Seminole Ford Seminole Ford is a ... We are a stable, community-focused dealership with decades of trust in the Seminole area. We are ...

Walker Family Dentistry

Associate Dentist

Fort Gibson, OK · On-site

$200K - $250K/yr

... and building trusting relationships with our community since 2009. Title Associate Dentist Our ... thriving practice is seeking an Associate Dentist who is passionate about providing high-quality ...

Walker Family Dentistry

Associate Dentist

Fort Gibson, OK · On-site

$200K - $250K/yr

... and building trusting relationships with our community since 2009. Title Associate Dentist Our ... thriving practice is seeking an Associate Dentist who is passionate about providing high-quality ...

Food Bank Of Eastern Oklahoma

Warehouse Associate

Tulsa, OK · On-site

$13.75 - $16.50/hr

Warehouse Associate The Warehouse Associate is responsible for all warehouse duties including ... The intellectual depth, maturity, wisdom, and collaborative skills to garner the trust and ...

New

Clean-Tech Company

General Cleaners

Muskogee, OK

$10.25 - $12.50/hr

We trust associates to do their jobs and make decisions, and allow them the flexibility to work in a way that keeps them inspired and innovative. They are more than a loyal, dedicated workforce; the ...

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All JobsTrust Associate JobsTrust Associate Jobs in Oklahoma

Trust Associate information

See Oklahoma salary details

$9

$18

$30

How much do trust associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for trust associate in Oklahoma is $18.35, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $19.09 per hour, depending on experience, location, and employer.

What is the difference between Trust Associate vs Trust Analyst?

AspectTrust AssociateTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires a bachelor's degree, often with additional certifications like CFA or CPA
Work EnvironmentBanking or trust company setting, client-facing rolesFinancial institutions, investment firms, focusing on analysis and reporting
Employer & Industry UsageCommon in trust departments of banks and financial servicesFound in asset management firms, banks, and trust companies
Search & Comparison IntentPeople comparing entry-level trust rolesIndividuals seeking detailed analysis or reporting positions

Trust Associates typically handle client onboarding, account management, and administrative tasks within trust departments. Trust Analysts focus more on financial analysis, reporting, and investment research related to trusts. While both roles require similar educational backgrounds, Trust Analysts often have additional certifications and a stronger emphasis on financial analysis skills.

What are the key skills and qualifications needed to thrive as a trust associate, and why are they important?

To thrive as a Trust Associate, you need a solid understanding of trust administration, financial principles, and relevant legal regulations, often supported by a degree in finance, business, or law. Familiarity with fiduciary accounting software, trust management platforms, and knowledge of industry certifications such as CTFA are commonly required. Strong attention to detail, discretion, and effective communication skills help build client trust and ensure accurate management of sensitive information. These competencies are crucial for safeguarding client assets, maintaining compliance, and delivering high-quality service in trust administration.

What is a trust associate?

Trust Associates are professionals who assist in the administration and management of trusts, estates, and fiduciary accounts. They typically work at banks, trust companies, or law firms, supporting trust officers in tasks such as opening accounts, maintaining records, processing transactions, and ensuring compliance with legal and regulatory requirements. Trust Associates also communicate with clients, beneficiaries, and other stakeholders, helping to coordinate the distribution of assets and resolve related inquiries. Their work is essential in ensuring that trusts are managed efficiently and according to the wishes of the grantor.

What are some typical challenges a trust associate may face in managing client accounts?

A Trust Associate often manages multiple client accounts simultaneously, which can present challenges in balancing attention to detail with timely execution of tasks. Common hurdles include navigating complex legal and regulatory requirements, coordinating with internal teams such as legal, tax, and investment professionals, and responding promptly to client inquiries. Staying organized and maintaining clear communication are crucial for ensuring fiduciary responsibilities are met and for building strong client relationships. Over time, these challenges help Trust Associates develop a comprehensive understanding of wealth management and estate planning.
What are the most commonly searched types of Trust jobs in Oklahoma? The most popular types of Trust jobs in Oklahoma are:
What are popular job titles related to Trust Associate jobs in Oklahoma? For Trust Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Trust Associate jobs in Oklahoma look for? The top searched job categories for Trust Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Trust Associate jobs? Cities in Oklahoma with the most Trust Associate job openings:
Trust Associate jobs near you
Infographic showing various Trust Associate job openings in Oklahoma as of July 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 100% In-person job distribution, with an average salary of $38,158 per year, or $18.3 per hour.

Trust Sales Advisor

UMB Financial

Tulsa, OK • Hybrid

$141K - $172K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client relationships with Private Wealth's ultra-high net worth Trust market segment.The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more complex client relationships,in particularthose requiring complex trust administration.

This role willidentifyopportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our mosthighly-complexand high-value client's Trust and Investment Management accounts.

Howyou'llspend your time:

  • You will source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
  • You will steer administration of Client's wealth and trust accounts by beingtrustedpartner.
  • You will lead high performance service delivery to clients by coordinating team delivering services.
  • You will manage and expand high-profile client relationships.
  • You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals andobjectives.
  • You will lead a proactive, high-touch communication plan for all clients.
  • You will provide wealthmanagementsubject matterexpertise.
  • You willparticipatein and attend meetings and functions as assigned.
  • You will create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals.
  • You will serve as the primary driver of new trust relationships for the market.
  • You will coordinate and assign the team members of new trustrelationshipstransitioning those accounts to those team members.
  • Other duties as assigned.

We'reexcited to talk to you if...

  • YoupossessaBachelor'sdegree.
  • You have10+ years' experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background.
  • You have experience in Complex Trust Administration.
  • You understandBusiness Development & COI Development.
  • YoupossessLeadership Skills.
  • You havea high levelof emotional intelligence.
  • Youdemonstrateexcellent communication and presentation skills.
  • You are an expert on wealth management issues pertinent to UHNW families.
  • Youhave goodrelationship management skills.
  • You have the ability to address client concerns and needs.
  • You demonstrate understanding of investment strategiesutilizedby UHNW clients.
  • Youdemonstrateunderstanding oftaxchallenges of UHNW clients.
  • You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.
  • Youdemonstrateextensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).
  • Youhave the ability toidentifyand find solutions for unique assets of UHNW clientincluding,commercial properties, LLCs, oil and gas, alternative energy,ranchand farm properties.

Bonus pointsif...

  • You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD.
  • You have supervisory or team leadership experience.
  • You have5+ years indemonstratedsales position.
  • You are active in community and professional organizations; considered a leader in the community.
  • You have experience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment

Hybrid. Travel as needed.

Supervision/Management: No direct management responsibilities

*This person could office in TX, OK, MO, KS or NE.*

This position was posted on 07/10/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Ranges:

$141,354 - $172,766

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


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