Trust Officer

Bonus Type

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

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