Senior Trust Officer

Bonus Type

Summary

For more than a century BOK Financial has grown alongside its clients establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value they offer diverse personalized and responsive services along with innovative and value-added offerings delivering excellence and fostering growth for investors employees and the community.

Job Description

The Senior Trust Officer is responsible for administering personal trust custody and estate investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments applicable state and federal law and fiduciary standards consistent with BOKF policy.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive high-performing team that consistently delivers outstanding results for our clients.

How Youll Spend Your Time

• You will administer accounts in compliance with governing instruments state laws and BOKF policies and procedures.
• You will manage a portfolio of complex client relationships to ensure high-quality service and drive profitable growth.
• You will proactively communicate with clients about account activity market trends and strategic opportunities.
• You will collaborate with internal departments to enhance teamwork and build strong external client relationships.
• You will coordinate with internal teams and external advisors to resolve client and administrative issues efficiently.
• You will monitor compliance and stay current on laws regulations and best practices relevant to your responsibilities.
• You will act as a subject matter expert and maintain professional development through ongoing education and industry engagement.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelors Degree in business or related field of study and 6-8 years of directly related experience in Personal Trust and/or 8-10 years of experience in Personal Trust or equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Knowledge of interpretation and application of trust document provisions probate law taxes investments.
• Excellent analytical ability decision making and problem solving skills
• Excellent oral written and communication skills including interpersonal skills