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Trust Services Group

3 months ago

Kansas City, Missouri, United States BOK Financial Full time

Req ID: 75106

Location: Kansas City -KSCY

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 07/06/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus TypeFormula BasedSummary

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities as a Team Leader.

Job Description

The Trust Services Group Team Lead is primarily responsible for serving as the Team Lead of the Trust Services Group Officers to serve clients by implementing holistic solutions to preserve, accumulate and transfer wealth. Responsible for leading the team in maintaining the integrity and delivery of trust services, problem resolution and fiduciary administration

Team Culture

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

We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time
  • You will oversee account administration to ensure all accounts are administered effectively, efficiently, and in accordance with policy and procedures, governing instrument, applicable laws, and regulatory requirements. Ensures the client's investment strategy, goals, objectives, risk tolerance, tax planning and customized benchmarks are documented and implemented
  • You will oversee and ensure appropriate communication with clients, beneficiaries, respective legal counsel and co-trustees or other professional service providers
  • You will oversee discretionary distributions and cash positions for the group, ensuring they are in accordance with the accounts' governing instruments and with the bank's policy and procedures
  • You will provide oversight of account set-up, maintenance and terminations to ensure these processes are performed properly; ensure proper fee schedule is being applied to accounts
  • You will interpret and ensure compliance of fiduciary accounts with governing instruments, tax and fiduciary laws, and policy and procedures
  • You will perform administrative reviews, track and monitor the group's compliance with account review requirements as outlined in policy and procedures
  • You will be responsible for the hiring, building, oversight, direction and daily workflow of the respective team, developing workflows to achieve efficiencies. Leads the respective team, outlining coverage where needed and ensuring relevant client information is properly communicated, ensuring a smooth workflow among the respective team
  • You will be able to respond to, analyze and decision the most complex and difficult questions/complaints. Able to analyze and interpret documents, prepare documents for beneficiary and discretionary requests. Operates independently and provides leadership, guidance and direction to the respective team.
  • You may perform other duties as assigned.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree in Business and 8-10 years' experience in a related field or 13-15 years of equivalent work related experience.

Preferred:

  • Advanced post graduate degree
  • JD, CPA, CFA, CFP, CTF
  • Must have extensive knowledge of the interpretation and practical application of document provisions, probate law, taxes, investments, and the legal framework of estate and trust administration
  • Strong analytical ability to resolve questions arising from account administration
  • Proficient in technology such as Microsoft applications
  • Excellent communication skills, both verbal and written
  • Ability to multi-task and prioritize tasks to meet deadlines
  • Demonstrated, excellent people management and team work development skills
Working Conditions & Physical RequirementsOffice

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.