Job Description
Req ID: 75366
Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Plano -PLAN, San Antonio -SANAN
Areas of Interest: Trust
Pay Transparency Salary Range: Not Available
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type Formula Based
Summary Success starts with incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, then bring your knowledge, skills, and abilities to BOK Financial! We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career!
Job Description The
Trust Officer III is primarily responsible for administering a wide variety of complex/high profile and larger/more profitable personal trust, custody and estate, investment agency and IRA accounts. Works 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. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary accounting standards consistent with BOKF policy.
Team Culture BOKF is ever-changing, and so are our clients' needs. We have multiple teams across our footprint that are committed to the Private Wealth line of business. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.
How You'll Spend Your Time - You will use your knowledge of trust administration to carry out instructions for complex trusts, and respond to internal and external inquiries around trust documents.
- You will ensure accounts are set up appropriately, and distributions are completed accurately, in accordance with policy and procedures.
- You will utilize your interpersonal skills to meet business development and retention goals by developing new business through relationships with business partners, existing clients, and centers of influence.
- You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors.
- You will leverage your customer service skills to go above and beyond to provide an exceptional client experience.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.
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! Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us.
- Empowered employees
- Award-winning culture
- Community commitment
BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click
here to see our benefits.
About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.
Facts:
- Operations focused in an eight-state footprint
- 5,000 team members
- $49.7 billion in assets
- $114.6 billion in assets under management and administration
- $8 million donated to local nonprofits in 2024
- 59,000+ volunteer hours by our employees in 2024
Job Tags
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