Senior Trust Officer - Complex Estates & Wealth Management

BOK Financial; Denver (CO); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

BOK Financial is seeking a Senior Trust Officer in Denver, CO. The role involves administering personal trust, custody, estate accounts, and managing client relationships to ensure high-quality service. Candidates should have a Bachelor’s degree and significant experience in Personal Trust management. This position emphasizes teamwork, communication skills, and compliance monitoring. Join BOK Financial in delivering excellence and fostering growth for clients.

Qualifications

• 6-8 years of directly related experience in Personal Trust.
• Experience in managing medium- to large-sized client accounts.
• Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.

Responsabilités

• Administer accounts in compliance with governing instruments and state laws.
• Manage a portfolio of complex client relationships for high-quality service.
• Communicate proactively with clients about account activity and market trends.
• Collaborate with internal departments to build strong external client relationships.
• Monitor compliance and stay current on relevant laws and regulations.
• Act as a subject matter expert and maintain professional development.

Connaissances

Analytical ability

Decision making

Problem solving skills

Interpersonal skills

Written communication skills

Oral communication skills

Formation

Bachelor’s Degree in business or related field

Description du poste

BOK Financial is seeking a Senior Trust Officer in Denver, CO. The role involves administering personal trust, custody, estate accounts, and managing client relationships to ensure high-quality service. Candidates should have a Bachelor’s degree and significant experience in Personal Trust management. This position emphasizes teamwork, communication skills, and compliance monitoring. Join BOK Financial in delivering excellence and fostering growth for clients.