Trust Officer

BOK Financial • Oklahoma City, OK

2d

About The Position

The Trust Officer administers personal trust, custody and estate, investment agency, and IRA accounts. The role ensures assigned accounts are administered in accordance with governing instruments, applicable state and federal law, fiduciary standards, and BOKF policy. The position involves building client relationships, coordinating with internal and external partners, adhering to compliance standards, and applying trust and investment knowledge to resolve complex issues.

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 ability, decision-making, and problem-solving skills.
• Excellent oral, written, and interpersonal communication skills.

Responsibilities

• Administer personal trust, custody and estate, investment agency, and IRA accounts in accordance with governing instruments, applicable laws, fiduciary standards, and company policy.
• 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