Trust Officer

1 week ago

Oklahoma City, Oklahoma, United States BOK Financial Full time
About the Role

We are seeking a highly skilled Trust Officer to join our team at BOK Financial Corporation Group. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients and ensuring compliance with governing instruments, state and federal law, and fiduciary standards.

Key Responsibilities
  • Administer assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.
  • Proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees.
  • Coordinate activities with Tax, Specialty Assets, Investment Management, Wealth Management Services, and external advisors to resolve client and administrative issues timely.
  • Adhere to all established corporate risk & compliance guidelines, identifying and reporting instances of non-compliance as appropriate.
  • Maintain knowledge of state and federal tax, probate, and trust law, accounting principles, investment strategies, and BOKF policies and procedures.
  • Effectively solve complex problems, making sense of high quantity and sometimes complicated information.
  • Keep management advised timely of client risk concerns, potential legal matters, problems, and complaints.
Requirements

This role requires a Bachelor's Degree in business or a related field of study and 3-5 years of directly related experience in Personal Trust, or 6-8 years of experience in Personal Trust, or an 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.
About BOK Financial Corporation Group

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. We are 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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