Trust & Legal Documents Review Specialist

BOK Financial Co.; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

BOK Financial is seeking a Document Review Specialist in Tulsa to thoroughly review legal requests regarding Trusts, Power of Attorneys, Guardianships, and related court orders. You will research account documentation, place holds, and support beneficiaries or court-appointed representatives.

The role requires strong knowledge of estates and fiduciary processes, and proven ability to liaise with corporate counsel and various bank departments. This is an on-site, full-time position.

Qualifications

• Bachelor's Degree in Business required.
• 3–5 years related experience or 9–11 years equivalent experience in bank/consumer operations.
• Thorough knowledge of Estates, Trusts, Power of Attorneys, and Court Orders.

Responsibilities

• Interpret legal documents from attorneys and clients related to Trusts, Estates, Power of Attorneys, Court Order Accounts and other legal requests.
• Serve as liaison with corporate counsel and business lines.
• Gather data from internal systems to support account changes and closures.
• Enter data and process information to create cases and ensure compliance with regulations.
• Process quarterly reporting to US Trustee Regions for Debtor in Possession accounts.

Skills

Estates & Trusts

Power of Attorney

Court Orders

Research skills

Communication

Education

Bachelor's Degree in Business

Tools

PC software

Job description

BOK Financial is seeking a Document Review Specialist in Tulsa to thoroughly review legal requests regarding Trusts, Power of Attorneys, Guardianships, and related court orders. You will research account documentation, place holds, and support beneficiaries or court-appointed representatives.

The role requires strong knowledge of estates and fiduciary processes, and proven ability to liaise with corporate counsel and various bank departments. This is an on-site, full-time position.