Trust Officer

BOK Financial
US - Texas - Dallas
May 27, 2024

Req ID:74397

Location: Dallas -DAL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 05/17/2024

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

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.

Team Culture

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

You will administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures.
You will 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.
You will coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely.
You will adhere to all established corporate risk & compliance guidelines. You will 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.
You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures.
You will make sense of complex, high quantity, and sometimes complicated information to effectively solve problems.
You will 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 and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience.

Experience in managing medium- to large-sized client accounts.
Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law,taxes and investments.
Excellent analytical ability, decision making and problem solving skills
Excellent oral, written and communication skills, including interpersonal skills

Advertising SourceBOK 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.

Read the full job description and apply online on the recuiter's web-site

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