Senior Trust Officer

BOK Financial; Addison (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Join a leading financial services company as a Trust Officer, where you'll administer personal trust and estate accounts while ensuring compliance with regulations. Collaborate with a dedicated team to provide exceptional service and solutions for clients. This role offers growth opportunities in a supportive environment focused on teamwork and innovation.

Benefits

Industry-leading benefits

Excellent training and development

Empowered employees

Award-winning culture

Qualifications

• 3-5 years of experience in Personal Trust or 6-8 years in a related field.
• Experience managing medium- to large-sized client accounts.

Responsibilities

• Administer personal trust, custody, and estate accounts.
• Maintain relationships with customers and resolve client issues.
• Ensure compliance with corporate risk & compliance guidelines.

Skills

Analytical Ability

Decision-Making

Problem-Solving

Communication

Education

Bachelor's Degree in Business

Job description

Pay Transparency Salary Range: Not Available

Application Deadline: 06 / 05 / 2025

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

Formula Based

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The 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

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How You'll Spend Your Time

1. You will administer accounts consistent with the governing instrument, federal regulation, state law, and BOKF policies and procedures.
2. You will proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established systems to develop solutions and ensure all customer demands are met, ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas.
3. You will coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services, and external advisors, resolving client and administrative issues timely.
4. You will adhere to all established corporate risk & compliance guidelines. You will identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
5. You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies, and BOKF policies and procedures.
6. You will make sense of complex, high-quantity, and sometimes complicated information to effectively solve problems.
7. You will keep management advised timely of client risk concerns, potential legal matters, problems, and complaints.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of 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 an 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.

Advertising Source

BOK Financial Corporation Group is 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 today and 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.

Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

BOK Financial Corporation Group adheres to state-specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers will be determined based on the candidate's qualifications, skills, experience, and education. See job details for salary range and bonus type.

Benefits:

BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial, and emotional health. Click here to see our benefits.

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses, and international corporations — and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• 49.7 billion in assets
• 114.6 billion in assets under management and administration
• 8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024