Senior Trust Officer

BOK Financial; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial institution in Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships. The ideal candidate will have a Bachelor's Degree and 6-8 years of related experience in trust administration. Responsibilities include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector.

Qualifications

• 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience required.
• Strong understanding of legal, tax, and fiduciary accounting standards.

Responsibilities

• Administrate complex personal trust, custody, and investment accounts.
• Ensure accurate setup of accounts and distributions according to policy.
• Develop new business through relationships with clients and partners.
• You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors.
• You will provide exceptional client experiences through proactive service and meticulous fiduciary oversight.

Skills

Trust administration knowledge

Interpersonal skills

Customer service skills

Interpersonal skills

Education

Bachelor’s Degree in Business or related

Professional certification or post-graduate degree

Job description

Locations & Bonus

Location: Austin - AUS, Dallas - DAL, Houston - HOUS, San Antonio - SANAN, Plano - PLAN.
Bonus Type: Formula Based.
Pay Transparency Salary Range: Not Available.

Summary

Success starts with incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, then bring your knowledge, skills, and abilities to BOK Financial! We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career!

Job Description

The Trust Officer III is primarily responsible for administering a wide variety of complex/high profile and larger/more profitable personal trust, custody and estate, investment agency and IRA accounts. Works closely with Portfolio Managers, Specialty Asset Managers, and external advisors to define clients’ requirements including investment goals and objectives, as well as the legal, tax and specialized accounting aspects of accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary accounting standards consistent with BOKF policy.

Team Culture

BOKF is ever-changing, and so are our clients’ needs. We have multiple teams across our footprint that are committed to the Private Wealth line of business. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.

How You’ll Spend Your Time

• You will use your knowledge of trust administration to carry out instructions for complex trusts, and respond to internal and external inquiries around trust documents.
• You will ensure accounts are set up appropriately, and distributions are completed accurately, in accordance with policy and procedures.
• You will utilize your interpersonal skills to meet business development and retention goals by developing new business through relationships with business partners, existing clients, and centers of influence.
• You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors.
• You will leverage your customer service skills to go above and beyond to provide an exceptional client experience.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.

EEO Statement

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.

Contact

Please contact [e-mail] with any questions.