Senior Wealth & Trust Advisor

BOK Financial; Topeka (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

BOK Financial is seeking a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts in line with governing documents, applicable laws, and fiduciary standards.

You will build and maintain strong client relationships with CSAs, managers, and Private Wealth teams, communicating activity, performance and insights while coordinating with internal partners and external advisors to resolve issues.

Qualifications

• Bachelor’s degree in business or related field and 3–5 years of Personal Trust experience or 6–8 years of Personal Trust experience or equivalent combination of education and experience.
• Experience managing medium- to large-sized client accounts.
• Knowledge of the interpretation and application 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, including interpersonal skills

Responsibilities

• Administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• Build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• Communicate account activity, performance, market insights, and value-added ideas while developing solutions within established systems.
• Coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• Adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• Apply knowledge of tax, trust, probate, and investment principles to interpret complex information and elevate client risk or legal issues to management.

Skills

Estate planning

Client relationship management

Analytical ability

Communication skills

Education

Bachelor's Degree in business or related field

Job description

BOK Financial is seeking a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts in line with governing documents, applicable laws, and fiduciary standards.

You will build and maintain strong client relationships with CSAs, managers, and Private Wealth teams, communicating activity, performance and insights while coordinating with internal partners and external advisors to resolve issues.