Trust Officer - Disability Trust Services

BOK Financial • Addison, TX

4d

About The Position

The Trust Officer administers personal trust, custody and estate, investment agency, and IRA accounts. The role ensures assigned accounts are managed in accordance with governing instruments, applicable state and federal law, fiduciary standards, and BOKF policy. Responsibilities include building client relationships, addressing client needs, coordinating with internal and external partners, following compliance standards, 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 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, decision-making, and problem-solving skills.
• Excellent oral, written, communication, and interpersonal skills.

Responsibilities

• Administer personal trust, custody and estate, investment agency, and IRA accounts according to governing instruments, applicable regulations, fiduciary standards, and company policies.
• Build relationships with clients and address their 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