Trust Officer

Trust Officer

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How you'll spend your time :

• Administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures.
• Proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established systems to develop solutions and ensure all customer demands are met ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas.
• Coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely.
• Adhere to all established corporate risk & compliance guidelines. Identify, within the team, instances of non-compliance with the organization's policies and procedures and / or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
• Maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures.
• Make sense of complex, high quantity, and sometimes complicated information to effectively solve problems.
• Keep management advised timely of client risk concerns, potential legal matters, problems, and complaints.

Education & Experience Requirements :

This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust or equivalent combination of education and experience.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.