Senior Trust Officer

1 month ago


Albuquerque, United States Bank of Texas Full time

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 Senior 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 properly administer accounts consistent with the governing instrument, state law and BOKF policies and procedures. You will ensure quality service and profitable business growth by managing a portfolio of complex customer relationships. You will also pro-actively communicate with clients about their account activity, account performance, securities markets, economic trends, and value-added ideas. You will develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships. 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 monitor and review performance and behaviors within areas of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct. You will maintain knowledge of state and federal tax and fiduciary law, accounting principles, investment strategies, and BOKF policies and procedures. You will act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. You will also maintain external accreditations and an in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. You will timely keep management advised of client risk concerns, 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 6-8 years of directly related experience in Personal Trust and/or 8-10 years of experience in Personal Trust or equivalent combination of education and experience.

Experience in managing medium- to large-sized client accounts. Knowledge of interpretation and application of trust document provisions, probate law, taxes, 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

  • Receptionist/ PRN

    1 day ago


    Albuquerque, United States Amaran Senior Living Full time

    We want you to join our team! We are looking for a Receptionist to join our growing team. Our front office team aids the operations of the community. This highly valued position requires someone who is compassionate, patient, friendly, hard-working, works well as part of a team, and maintains the highest integrity. If this is you, please hit the "apply now"...

  • Loan Officer

    4 weeks ago


    Albuquerque, United States Guild Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The...


  • Albuquerque, United States Lewis Michael Consultants Full time

    Lewis Michael Consultants are a trusted recruitment firm specializing within the U.S construction space. Our expertise extends to a wide range of construction sectors, partnering with many of the nation's leading contractors, developers and owners. We are actively looking for an Senior Electrical Project Manager to work on a major data center in Albuquerque,...


  • Albuquerque, United States Lewis Michael Consultants Full time

    Job DescriptionJob DescriptionLewis Michael Consultants are a trusted recruitment firm specializing within the U.S construction space. Our expertise extends to a wide range of construction sectors, partnering with many of the nation’s leading contractors, developers and owners.We are actively looking for an Senior Electrical Project Manager to work on a...

  • Senior Biologist

    1 month ago


    Albuquerque, United States Canacre Full time

    Job DescriptionJob DescriptionJoin the Canacre team in an exciting role working on leading edge infrastructure projects.We are technical experts in land, energy, and transportation development delivering accurate, innovative, and agile solutions to our partners. We provide land acquisition, geospatial mapping, data management, web-based GIS, community...

  • Senior Biologist

    4 days ago


    Albuquerque, United States Canacre Full time

    Job DescriptionJob DescriptionJoin the Canacre team in an exciting role working on leading edge infrastructure projects.We are technical experts in land, energy, and transportation development delivering accurate, innovative, and agile solutions to our partners. We provide land acquisition, geospatial mapping, data management, web-based GIS, community...

  • Loan Officer

    2 weeks ago


    Albuquerque, United States Guild Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary:...

  • Chief Medical Officer

    3 weeks ago


    Albuquerque, United States First Choice Community Healthcare INC Full time

    Job DescriptionJob DescriptionDescription:The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.A. POSITION SUMMARYReporting to the Chief Executive Officer, the Chief...


  • Albuquerque, United States TDS: Transitional Data Services Full time

    The Senior Project Manager will work on general aviation and non-hub commercial service airports. Projects include federal and state funded airport improvement programs as well as locally funded projects at public and private use airports. Your impact:Direction and management of FAA and State DOT aviation projects within an assigned client base.Management of...


  • Albuquerque, United States ECS Limited Full time

    ECS is seeking a Senior Linux Administrator to work in our Albuquerque, NM office. Job Description: ECS is seeking a Senior Linux System Administrator to work with a team that provides computing capabilities and in-depth support for scientific and engineering applications. The team builds and maintains user environments, delivers subject matter expert...


  • Albuquerque, United States NV5 Full time

    Overview: NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. With offices nationwide and abroad, NV5...


  • Albuquerque, United States Esphera Concepts LLC Full time

    The W87-1 Modification Program Division, NA-125.4, has an immediate need for one full-time contractor Sr.Technical/.Program Engineers to provide technical support to the Federal Program Manager (FPM), as well as liaison with other Defense Programs (DP), National Nuclear Security Administration (NNSA), and Department of Defense (DOD) organizations associated...


  • Albuquerque, United States IntePros Federal Full time

    Exciting opportunity for an experienced professional to join our team as a Full Time Senior Systems Engineer specializing in SCCM in ALBUQUERQUE, NM or Las Vegas, NV. The role requires an Active Top Secret or Q Clearance. As part of IntePros Federal, you will have the chance to work with cutting-edge technology and play a crucial role in optimizing system...


  • Albuquerque, United States Cogent Infotech Corp Full time

    Job Description Job Description Locations: TX, FL, CA Relocation Assistance Sign on Bonus The Senior Civil Project Manager will be the main point of contact in the day-to-day interaction with the Client’s designated representative and have the ultimate responsibility for both the quality and effective execution of engineering projects including grading,...


  • Albuquerque, United States Leidos Full time

    R-00133588 Description ***Must have an active DOE Q or active DOD Top Secret to apply!*** Leidos is hiring a part time time (~50% LOE) Senior Technical Program Advisor – Cyber to support the B61-12 Life Extension Program (inclusive of the B61-13 variant) within the NA-125/Office of Stockpile Modernization. This individual will provide technical, program...


  • Albuquerque, United States Continuum Medical Staffing Full time

    Job DescriptionJob Description* 13 weeks, ASAP start* M-F, 8 hour days, 40 hours per week* Must have recent Hospice + HCHB experience* NM RN License & BLS requiredCompany DescriptionContinuum Medical Staffing is a boutique national staffing firm with a big purpose. Our mission and passion is to cultivate talent in the healthcare field and connect exceptional...


  • Albuquerque, United States CCMSI Full time

    Overview: At CCMSI , we look for the best and brightest talent to join our team of professionals. As a leading Third Party Administrator in self-insurance services, we are united by a common purpose of delivering exceptional service to our clients. As an Employee-Owned Company, we focus on developing our staff through structured career development programs,...


  • Albuquerque, New Mexico, United States Zillow Full time

    About the teamThis is an opportunity to be a key driver to our Atlassian Team that owns the architecture and delivery of both out of box functionality and custom applications built on top of Jira and Confluence. Our technology solutions will enable our internal customers to scale, grow and support the diverse business needs of Zillow Group. From a technology...


  • Albuquerque, United States CCMSI Full time

    Overview: At CCMSI, we look for the best and brightest talent to join our team of professionals. As a leading Third Party Administrator in self-insurance services, we are united by a common purpose of delivering exceptional service to our clients. As an Employee-Owned Company, we focus on developing our staff through structured career development programs,...


  • Albuquerque, United States NV5 Full time

    Overview: NV5 is actively searching for a highly qualified Senior Transportation Designer to join our dynamic team within the Transportation Engineering Group based in our Albuquerque office. The ideal candidate will bring a wealth of expertise in highway and roadway planning and design, coupled with a proven track record of utilizing industry-leading...