Trust Officer

BOK Financial • Addison, TX

4d

About The Position

The Trust Officer administers personal trust, custody and estate, investment agency, and IRA accounts. The role provides account administration in accordance with governing instruments, applicable state and federal laws, fiduciary standards, and BOKF policy. It also involves building client relationships, addressing client needs, and coordinating with internal and external partners.

Requirements

• A bachelor's degree in business or a related field and 3–5 years of directly related experience in Personal Trust; alternatively, 6–8 years of experience in Personal Trust 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 general communication skills, including interpersonal skills.

Responsibilities

• Administer personal trust, custody and estate, investment agency, and IRA accounts in accordance with governing instruments, applicable regulations, fiduciary standards, 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 long-term employee careers.

What This Job Offers

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