Senior Trust Officer

BOK Financial; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Trust Officer to join its Private Wealth team in Dallas. This role offers the opportunity to administer complex trust and estate accounts while collaborating with a dedicated team of professionals. If you are passionate about providing sound advice and building meaningful relationships, this position is perfect for you. The company values talent and offers excellent training and development, ensuring that you can make a significant impact on clients and your career. Join a dynamic environment where your contributions will be recognized and rewarded.

Qualifications

• 6-8 years of experience in trust or equivalent education and experience.
• Knowledge of estate plans, trust documents, and investment strategies.

Responsibilities

• Administer complex personal trust and estate accounts.
• Maintain relationships with customers and coordinate with various teams.
• Ensure compliance with corporate risk and regulatory guidelines.

Skills

Analytical Skills

Communication Skills

Problem Solving

Knowledge of Trust Law

Client Relationship Management

Education

Bachelor's Degree in Business

Professional Certification

Job description

Req ID:76549

Location:Dallas -DAL

Areas of Interest:Wealth Management

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

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 SeniorTrust Officeris 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 administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures.
• 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.
• You will coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely.
• 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.
• You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures.
• You will make sense of complex, high quantity, and sometimes complicated information to effectively solve problems.
• 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 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.

• 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 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.

Please [e-mail] any questions.