Senior Trust Officer
About The Position
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®. The Senior 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. Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.
Requirements
- Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in Personal Trust and/or 8-10 years of experience in Personal Trust or equivalent combination of education and experience.
- Experience in managing medium- to large-sized client accounts.
- Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.
- Excellent analytical ability, decision making and problem solving skills
- Excellent oral, written and communication skills, including interpersonal skills
Responsibilities
- Administer accounts in compliance with governing instruments, state laws, and BOKF policies and procedures.
- Manage a portfolio of complex client relationships to ensure high-quality service and drive profitable growth.
- Proactively communicate with clients about account activity, market trends, and strategic opportunities.
- Collaborate with internal departments to enhance teamwork and build strong external client relationships.
- Coordinate with internal teams and external advisors to resolve client and administrative issues efficiently.
- Monitor compliance and stay current on laws, regulations, and best practices relevant to your responsibilities.
- Act as a subject matter expert and maintain professional development through ongoing education and industry engagement.
Benefits
- Excellent training and development to support building the long term careers of employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
