Trust Officer

BOK Financial • Oklahoma City, OK

1d

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. The position involves building client relationships, addressing client needs, coordinating with internal and external partners, and applying trust and investment knowledge to resolve complex issues. The team emphasizes respect, collaboration, work-life balance, learning, and employee development.

Requirements

• Bachelor’s degree in business or a related field, or an equivalent combination of education and experience.
• Three to five years of directly related experience in Personal Trust, or six to eight 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, 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 long-term career building.

What This Job Offers

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