Trust Officer

BOK 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 operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus type: formula based.

About the role

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, this role may be a great fit. The Trust Officer is responsible for administering personal trust, custody and estate, investment agency, and IRA accounts. You will provide administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

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.

Responsibilities

• Administer accounts consistent with the governing instrument, federal regulation, state law, and BOKF policies and procedures.
• Proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees.
• Work within established systems to develop solutions and ensure all customer demands are met, including communication related to account activity, account performance, securities markets, economic trends, and value-added ideas.
• Coordinate activities with Tax, Specialty Assets, Investment Management, Wealth Management Services, and external advisors, resolving client and administrative issues in a timely manner.
• Adhere to all established corporate risk and compliance guidelines.
• Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct; report and escalate issues as appropriate.
• Maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies, and BOKF policies and procedures.
• Make sense of complex, high-quantity, and sometimes complicated information to effectively solve problems.
• Keep management advised in a timely manner of client risk concerns, potential legal matters, problems, and complaints.

Requirements

• Completion of 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 strong interpersonal skills.