IW Senior Trust Associate

Jobs at BOK Financial • Kansas City, KS

1d

About The Position

The Institutional Wealth - Senior Trust Associate is primarily responsible for managing and overseeing the services delivered to IW Clients. Also serves as a backup in the Relationship Manager’s absence, which requires interaction with large, complex, and/or high profile clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Wealth Management Services personnel. The Senior Trust Associate analyzes, develops and implements solutions for extremely complex accounts and Departmental problems and issues. Works under limited supervision. Team Culture We live our company values every day. Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together. We act with honor and truthfulness. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships.

Requirements

• This level of knowledge is normally acquired through completion of a Bachelor's degree and 3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

Responsibilities

• You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client
• You will perform complex research and deliver solutions to clients.
• You’ll interact with clients, plan participants, auditors, attorneys, investment managers and accountants for problem resolution and account maintenance
• You will research and resolve any issues related to retirement planning
• You’ll serve as backup to the Relationship Manager in any absence
• You will attend meetings with clients and prepare and present information.
• You will be responsible for all detailed account documentation
• You will work in excel, Microsoft Office and company software

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level