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Trust Officer
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Oklahoma City, United States BOK Financial Full timeTrust OfficerIf 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....
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Trust Officer
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Oklahoma City, United States BOK Financial Full timeReq ID: 77179 Location: Oklahoma City -OKC Areas of Interest: Trust Pay Transparency Salary Range: Not Available Application Deadline: 01/05/2026BOK 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...
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Trust Officer
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Oklahoma City, Oklahoma, United States Jobs at BOK Financial Full timeReq ID: 77179 Location: Oklahoma City -OKC Areas of Interest: Trust Pay Transparency Salary Range: Not Available Application Deadline: 01/05/2026BOK 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...
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Rapid City, South Dakota, United States JTC Group Full timeROLE OVERVIEWPURPOSE OF JOBSouth Dakota Trust Company's business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing "flexible, cost- effective, service-oriented trust administration" in the #1 rated domestic trust jurisdiction. SDTC's core focus is to serve families' individual goals, while...
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Trust Operations Officer
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Junction City, Kansas, United States Central National Bank Full timePosition Description: Lead. Empower. Build. Invest. Adapt.If you are looking to become a part of a leading institution that is making an impact within the communities it serves, look no further Central National Bank is looking to add a Trust Operations Specialist to the team.Perks:As a full-time team member, you get access to a variety of benefits which...
Trust Officer
2 weeks ago
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 Job Description 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 Source 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
