Trust Officer at BOK Financial Addison, TX

Downtown Boulder Partnership; Addison (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

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

You will maintain client relationships, coordinate with tax and investment teams, interpret complex information, and stay current on trust law and regulatory guidance.

Qualifications

• Bachelor’s degree in business or a related field.
• 3–5 years of Personal Trust experience, or 6–8 years in Personal Trust.
• Experience managing medium to large client accounts.
• Strong knowledge of estate plans, trust provisions, taxes and probate law.
• Excellent analytical, decision‑making and communication skills.

Responsibilities

• Administer personal trust, custody, estate, investment agency and IRA accounts.
• Proactively maintain relationships with customers and collaborate with Wealth Management teams.
• Coordinate with Tax, Investment Management and external advisors on client matters.
• Adhere to risk, compliance and fiduciary guidelines in all activities.
• Maintain knowledge of state and federal tax, probate and trust law.

Skills

Relationship management

Analytical thinking

Communication skills

Knowledge of fiduciary standards

Education

Bachelor's degree in business or related field

3–5 years Personal Trust experience or 6–8 years in Personal Trust

Job description

Trust Officer job at BOK Financial. Addison, TX.

Job Description

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

How You’ll Spend Your Time

• Administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures.
• Proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees, and use established systems to develop solutions and ensure all customer demands are met while keeping communication related to account activity, performance, securities markets, economic trends and value‑added ideas.
• Coordinate activities with Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely.
• Adhere to all established corporate risk & compliance guidelines, identify instances of non‑compliance with the organization’s policies and regulatory codes within the team, report these, and raise issues as appropriate.
• Maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures.
• Interpret complex, large‑volume information to effectively solve problems.
• Keep management advised of client risk concerns, potential legal matters and complaints in a timely manner.

Education & Experience Requirements

This role typically requires a Bachelor’s degree in business or a related field and 3–5 years of directly related experience in Personal Trust, or 6–8 years of experience in Personal Trust, or an 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.

Benefits

BOK Financial Corporation Group offers industry‑leading benefits that address physical, financial and emotional health. To view full benefits details, please visit our benefits portal.

We are an equal‑opportunity employer and are committed to providing training, compensation, transfer, promotion and other employment opportunities 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.