Trust Officer

About the role

The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. They provide administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

Responsibilities

• You will administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• You will build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• You will communicate account activity, performance, market insights, and value-added ideas while developing solutions within established systems.
• You will coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• You will adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• You will apply knowledge of tax, trust, probate, and investment principles to interpret complex information and escalate client risk or legal issues to management.

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.

Qualifications

• Bachelor’s Degree in business or related field of study.
• 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.

Skills

• Knowledge of tax, trust, probate, and investment principles.
• Analytical ability, decision making and problem solving skills.
• Excellent oral, written and communication skills, including interpersonal skills.

Benefits

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.

Pay

Not Available

Schedule

N/A