Trust Officer

BOK Financial Corporation; Topeka, Northern (KS, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Trust Officer role at BOK Financial Corporation in Topeka, KS oversees personal trust, custody, estate and IRA accounts within fiduciary standards and policy. You will administer accounts, build client relationships, and coordinate with advisors while ensuring compliance and prudent risk management.

Qualified candidates have a Bachelor’s degree and substantial Personal Trust experience, strong analytical and communication skills, and a commitment to high service standards in a trusted financial

Qualifications

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

Skills

Trust administration

Client relationship management

Regulatory compliance

Analytical thinking

Effective communication

Education

Bachelor's Degree in business or related field

Job description

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Trust Officer

Location: Topeka -TOPE

Areas of Interest: Wealth Management; Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 09/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Formula Based

Summary

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication we are committed to excellence, growth, and investing in the communities we serve.

Job Description

The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

Team Culture

Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant.

How You’ll Spend Your Time

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

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience.

• Experience in 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

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025