Trust Officer III
3 weeks ago
Role Summary:
BOK Financial is seeking a Trust Officer III to join our Private Wealth team. This role is responsible for administering complex and high-profile personal trust, custody, and estate accounts.
Key Responsibilities:
- Administer assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary accounting standards.
- Work closely with Portfolio Managers, Specialty Asset Managers, and external advisors to define clients' requirements.
- Provide administration of assigned accounts, including setup and distribution of funds.
Requirements:
A Bachelor's Degree in Business or related field, and 6-8 years of directly related experience in trust administration, or an equivalent combination of education and experience.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities.
Equal Employment Opportunity:
BOK Financial Corporation Group is an equal opportunity employer committed to providing equal employment opportunities 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.
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