Trust Officer

BOK Financial • Dallas, TX

7d

About The Position

The Trust Officer administers personal trust, custody and estate, investment agency, and IRA accounts. The role ensures that assigned accounts are managed in accordance with governing instruments, applicable state and federal law, fiduciary standards, and BOKF policy. The position also involves building client relationships, addressing client needs, coordinating with internal and external partners, and maintaining knowledge of trust and investment practices.

Requirements

• A bachelor’s degree in business or a related field and 3–5 years of directly related Personal Trust experience; alternatively, 6–8 years of Personal Trust experience or an equivalent combination of education and experience.
• Experience managing medium- to large-sized client accounts.
• Knowledge of interpreting and applying estate plans, trust document provisions, trust and probate law, taxes, and investments.
• Excellent analytical, decision-making, and problem-solving skills.
• Excellent oral, written, communication, and interpersonal skills.

Responsibilities

• Administer assigned accounts according to governing instruments, regulations, and company policies.
• Build client relationships and address client needs.
• Coordinate with internal and external partners.
• Follow compliance standards and escalate concerns.
• Maintain knowledge of trust and investment practices.
• Analyze complex information to resolve issues.

Benefits

• Training and development to support employees’ long-term careers.

What This Job Offers

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