Senior Trust Officer, Private Wealth

BOK Financial Corporation; Austin (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

A leading financial services firm in Austin, Texas, is seeking a Senior Trust Officer to manage complex personal trusts and provide exceptional customer service. The role involves collaborating with various teams to meet client needs and ensure compliance with legal standards. A Bachelor's Degree in Business or related field and significant experience in trust administration are required. If you're passionate about delivering outstanding client experiences, apply today for a rewarding career opportunity.

Qualifications

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

Responsibilities

• Administer a variety of complex/high-profile trust accounts.
• Ensure accounts are set up and distributions completed accurately.
• Develop new business through relationships with clients and partners.

Skills

Trust administration

Interpersonal skills

Customer service

Business development

Education

Bachelor's Degree in Business or related

Job description

A leading financial services firm in Austin, Texas, is seeking a Senior Trust Officer to manage complex personal trusts and provide exceptional customer service. The role involves collaborating with various teams to meet client needs and ensure compliance with legal standards. A Bachelor's Degree in Business or related field and significant experience in trust administration are required. If you're passionate about delivering outstanding client experiences, apply today for a rewarding career opportunity.