Senior Trust Officer at BOK Financial Austin, TX

BOK Financial; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

BOK Financial, a leader in private wealth services, seeks a Trust Officer III to administer complex personal trust, custody, and IRA accounts. You will collaborate with Portfolio Managers, external advisors, and internal teams to meet client goals, while maintaining fiduciary standards and regulatory compliance.

The role emphasizes relationship building, high-level trust work, and contributions to business development within the Private Wealth group.

Qualifications

• Experience in trust or related fiduciary services.
• Ability to build and maintain client relationships in Private Wealth.
• Strong communication and collaboration with Portfolio Managers and external advisors.

Responsibilities

• Administer complex/high-profile trust, custody, estate, and IRA accounts.
• Coordinate with Portfolio Managers and external advisors to define client goals.
• Ensure compliance with governing instruments and fiduciary standards.
• Support business development and client retention through relationship management.
• Collaborate with internal audit and asset management teams.

Skills

Trust administration

Business development

Customer service

Interpersonal skills

Education

Bachelor’s Degree in Business or related field

Professional certification or post-graduate degree

Job description

Req ID: 75366

Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Plano -PLAN, San Antonio -SANAN

Areas of Interest: Trust

Pay Transparency Salary Range: Not Available

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

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.

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!

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 contact [e-mail] with any questions.