Trust Officer - Disability & Estate Services

BOK Financial Co.; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

BOK Financial Corporation Group in Dallas seeks a Trust Officer to administer personal trust, custody and estate, investment agency, and IRA accounts. You will provide administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

Join a team that emphasizes balance, collaboration, and ongoing development. The role requires strong analytical abilities, experience in personal trust, and a

Qualifications

• Bachelor’s Degree in business or related field.
• 3–5 years of directly related experience in Personal Trust.
• 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, taxes and investments.
• Excellent analytical ability, decision making and problem solving skills.
• Excellent oral, written and communication skills, including interpersonal skills.

Responsibilities

• You will administer accounts according to regulations and policies.
• You will build relationships and address client needs.
• You will coordinate with internal and external partners.
• You will follow compliance standards and escalated concerns.
• You will maintain knowledge of trust and investment practices.
• You will analyze complex information to resolve issues.

Education

Bachelor’s Degree in business or related field

3–5 years of Personal Trust experience

6–8 years of Personal Trust experience

Job description

BOK Financial Corporation Group in Dallas seeks a Trust Officer to administer personal trust, custody and estate, investment agency, and IRA accounts. You will provide administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

Join a team that emphasizes balance, collaboration, and ongoing development. The role requires strong analytical abilities, experience in personal trust, and a