Senior Trust Officer - Wealth Management

BOK Financial Corporation; Oklahoma City (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

BOK Financial Corporation seeks a Trust Officer in Oklahoma City to administer personal trusts, custody and estate accounts, and IRA accounts in compliance with governing instruments and fiduciary standards.

You will build relationships with clients, coordinate with internal and external partners, and ensure adherence to regulatory requirements while maintaining up-to-date knowledge of trust and investment practices. The role emphasizes collaboration, accuracy, and client-focused service.

Qualifications

• Bachelor’s Degree in business or related field plus 3–5 years in Personal Trust or 6–8 years overall.
• Experience managing medium- to large-sized client accounts.
• Knowledge of estate plans, trust document provisions, trust and probate law, taxes and investments.
• Excellent analytical ability, decision making and problem solving skills
• Excellent oral, written and communication skills

Responsibilities

• Administer accounts according to regulations and policies.
• Build relationships and address client needs.
• Coordinate with internal and external partners.
• Follow compliance standards and elevate concerns.
• Maintain knowledge of trust and investment practices.
• Analyze complex information to resolve issues.

Skills

Analytical ability

Decision making

Problem solving

Oral communication

Written communication

Education

Bachelor’s Degree in business or related field

Job description

BOK Financial Corporation seeks a Trust Officer in Oklahoma City to administer personal trusts, custody and estate accounts, and IRA accounts in compliance with governing instruments and fiduciary standards.

You will build relationships with clients, coordinate with internal and external partners, and ensure adherence to regulatory requirements while maintaining up-to-date knowledge of trust and investment practices. The role emphasizes collaboration, accuracy, and client-focused service.