Senior Trust Officer

Req ID : 77337

Location : Austin -AUS Dallas -DAL Houston -HOUS San Antonio -SANAN Plano -PLAN

Areas of Interest : Trust

Pay Transparency Salary Range : Not Available

BOK Financial Headquartered in Tulsa Oklahoma BOK Financial Corporation (NASDAQ : BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma Texas Arizona Arkansas Colorado Kansas Missouri Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries businesses and geographies. .

Bonus Type

Formula Based

Summary

Success starts with incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice then bring your knowledge skills and abilities to BOK Financial! We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career!

Job Description

The Trust Officer III is primarily responsible for administering a wide variety of complex / high profile and larger / more profitable personal trust custody and estate investment agency and IRA accounts. Works closely with Portfolio Managers Specialty Asset Managers and external advisors to define clients requirements including investment goals and objectives as well as the legal tax and specialized accounting aspects of accounts. Provides administration of assigned accounts in accordance with governing instruments applicable state and federal law and fiduciary accounting standards consistent with BOKF policy.

Team Culture

BOKF is ever-changing and so are our clients needs. We have multiple teams across our footprint that are committed to the Private Wealth line of business. Our Trust Officers are supported by a full turn-key group that includes in-house tax investment real estate and mineral management teams.

How Youll Spend Your Time

• You will use your knowledge of trust administration to carry out instructions for complex trusts and respond to internal and external inquiries around trust documents.
• You will ensure accounts are set up appropriately and distributions are completed accurately in accordance with policy and procedures.
• You will utilize your interpersonal skills to meet business development and retention goals by developing new business through relationships with business partners existing clients and centers of influence.
• You will work closely with Portfolio Managers Specialty Asset Managers and Internal Auditors.
• You will leverage your customer service skills to go above and beyond to provide an exceptional client experience.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years 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.

Please contact with any questions.

Required Experience :

Senior IC

Key Skills

Direct Sales,Junit,Focus,Commissioning,Information Technology Sales

Employment Type : Full-Time

Experience : years

Vacancy : 1