Senior Trust Officer

BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company headquartered in Tulsa, Oklahoma, with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee, and New Mexico. The company has diversified into a variety of industries, businesses, and geographies over its 100+ year history.

About the role

The Trust Officer III is primarily responsible for administering a wide variety of complex, high-profile, and larger or more profitable personal trust, custody and estate, investment agency, and IRA accounts. You will work closely with Portfolio Managers, Specialty Asset Managers, and external advisors to define clients’ requirements, including investment goals and objectives, as well as the legal, tax, and specialized accounting aspects of accounts. The role ensures administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary accounting standards consistent with BOKF policy.

Responsibilities

• Use your knowledge of trust administration to carry out instructions for complex trusts and respond to internal and external inquiries around trust documents.
• Ensure accounts are set up appropriately and distributions are completed accurately in accordance with policy and procedures.
• Develop new business through relationships with business partners, existing clients, and centers of influence to meet business development and retention goals.
• Work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors.
• Leverage customer service skills to provide an exceptional client experience.

Team Culture

BOKF is ever-changing, and so are our clients’ needs. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.

Requirements

• Bachelor’s Degree in Business or a related field.
• Professional certification or post-graduate degree.
• 6-8 years of directly related experience in trust, or 12-14 years equivalent combination of education and experience.

Benefits

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building long-term careers for employees.