Senior Trust Officer — Private Wealth & Client Experience

BOK Financial; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

A financial institution in Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships. The ideal candidate will have a Bachelor's Degree and 6-8 years of related experience in trust administration. Responsibilities include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector.

Qualifications

• 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience required.
• Strong understanding of legal, tax, and fiduciary accounting standards.

Responsibilities

• Administrate complex personal trust, custody, and investment accounts.
• Ensure accurate setup of accounts and distributions according to policy.
• Develop new business through relationships with clients and partners.

Skills

Trust administration knowledge

Interpersonal skills

Customer service skills

Education

Bachelor’s Degree in Business or related

Professional certification or post-graduate degree

Job description

A financial institution in Austin is seeking an experienced Trust Officer III to manage complex trust accounts and enhance client relationships. The ideal candidate will have a Bachelor's Degree and 6-8 years of related experience in trust administration. Responsibilities include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector.