Senior Trust Officer — Private Wealth & Estate Advisory

BOK Financial; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Formula Based Bonus

Job summary

BOK Financial in Austin, Texas, is seeking a Trust Officer III to administer complex and high-profile personal trust accounts. You'll collaborate with Portfolio Managers and provide exceptional client experiences while developing new business relationships.

Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services.

Qualifications

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

Responsibilities

• Administer complex trusts and respond to inquiries around trust documents.
• Set up accounts and complete distributions accurately.
• Develop new business through relationships with business partners and clients.
• Work closely with Portfolio Managers and Specialty Asset Managers.
• Provide an exceptional client experience.

Skills

Trust administration

Interpersonal skills

Customer service

Business development

Education

Bachelor's Degree in Business or related field

Job description

BOK Financial in Austin, Texas, is seeking a Trust Officer III to administer complex and high-profile personal trust accounts. You'll collaborate with Portfolio Managers and provide exceptional client experiences while developing new business relationships.

Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services.