IW Senior Trust Associate
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Job Location:
Kansas City, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Req ID:77575
Location:Kansas City -KSCY
Areas of Interest:Corporate Trust
Pay Transparency Salary Range:Not Available
Application Deadline:04/30/2026
BOK Financial Corporation Group includes BOKF NA; BOK Financial Securities Inc. and BOK Financial Private Wealth Inc. BOKF NA operates TransFund and Cavanal Hill Investment Management Inc. BOKF NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Summary
You place great value in relationship management and interacting with large complex or high profile clients. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge skills and abilities to us as a Senior Trust Associate.
Job Description
The Institutional Wealth - Senior Trust Associate is primarily responsible for managing and overseeing the services delivered to IW Clients. Also serves as a backup in the Relationship Managers absence which requires interaction with large complex and/or high profile clients plan participants attorneys investment managers accountants auditors and consultants as well as Bank Administrative and Wealth Management Services personnel. The Senior Trust Associate analyzes develops and implements solutions for extremely complex accounts and Departmental problems and issues. Works under limited supervision.
Team Culture
We live our company values every day. Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise we all lean in to support the customer. Through weekly meetings group huddles and 1x1 peer training everyone is given the opportunity to brainstorm ask questions and find solutions. We support and lift one another up to achieve more together.
We act with honor and truthfulness. Our foundation of integrity builds coworker trust relationships and effective interpersonal relationships.
How Youll Spend Your Time
- You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client
- You will perform complex research and deliver solutions to clients.
- Youll interact with clients plan participants auditors attorneys investment managers and accountants for problem resolution and account maintenance
- You will research and resolve any issues related to retirement planning
- Youll serve as backup to the Relationship Manager in any absence
- You will attend meetings with clients and prepare and present information.
- You will be responsible for all detailed account documentation
- You will work in excel Microsoft Office and company software
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors degree and 3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services trust legal or investment environment.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion skill and partnership you can make an impact on the success of the bank customers and your own career!
Apply todayand take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status.
Required Experience:
Senior IC
Key Skills
- Business Development
- Organizational Management
- GAAP
- Accounting
- Analysis Skills
- Meeting Facilitation
- Microsoft Powerpoint
- Investment Banking
- Microsoft Excel
- Private equity
- Financial Modeling
- Writing Skills
About Company
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