Trust Officer

BOK Financial • Addison, TX

9d

About The Position

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.

Requirements

• Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience.
• Experience in managing medium- to large-sized client accounts.
• Knowledge of the interpretation and application of 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 communication skills, including interpersonal skills

Responsibilities

• Administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• Build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• Communicate account activity, performance, market insights, and value‑added ideas while developing solutions within established systems.
• Coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• Adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• Apply knowledge of tax, trust, probate, and investment principles to interpret complex information and escalate client risk or legal issues to management.

What This Job Offers

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