Senior Trust Officer

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

Benefits offered by this job

Formula Based Bonus

Job summary

BOK Financial in Austin, Texas, is seeking a Trust Officer III to administer complex and high-profile personal trust accounts. You'll collaborate with Portfolio Managers and provide exceptional client experiences while developing new business relationships.

Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services.

Qualifications

• 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.
• Professional certification or post-graduate degree preferred.

Responsibilities

• Administer complex trusts and respond to inquiries around trust documents.
• Set up accounts and complete distributions accurately.
• Develop new business through relationships with business partners and clients.
• Work closely with Portfolio Managers and Specialty Asset Managers.
• Provide an exceptional client experience.

Skills

Trust administration

Interpersonal skills

Customer service

Business development

Education

Bachelor's Degree in Business or related field

Job description

Areas of Interest

Trust

Pay Transparency Salary Range

Not Available

About BOK Financial

Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.

Bonus Type

Formula Based

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

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.