Fiduciary Services Specialist

7 days ago


Oklahoma City, Oklahoma, United States BOK Financial Full time
Job Summary

We are seeking a highly skilled Trust Officer to join our team at BOK Financial. 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, applicable state and federal law, and fiduciary standards.

Key Responsibilities
  • Administer accounts consistent with governing instruments, federal regulations, state law, and BOKF policies and procedures.
  • Proactively maintain relationships with clients, 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.
  • Maintain knowledge of state and federal tax, probate, and trust law, accounting principles, investment strategies, and BOKF policies and procedures.
  • Make sense of complex information to effectively solve problems and keep management advised 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.


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