Trust Officer - Disability Trust Services

BOK Financial; 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

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Trust Officer - Disability Trust Services

Areas of Interest: Trust; Business Development; Sales

Pay Transparency Salary Range: Not available

Application Deadline: 11/20/2026

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

We provide a comprehensive range of financial services, including planning, brokerage, investment management, life insurance, and retirement planning. Our advisors collaborate closely with clients to understand their goals and ensure their financial success. By taking a holistic approach, we address all key areas of our clients’ financial lives to secure their future. Additionally, we educate our clients throughout the process, empowering them with the knowledge and confidence to make informed financial decisions.

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 team culture emphasizes respect and work-life balance. Collaboration is key, and we value everyone's perspectives to enhance our decision-making. Our tenured team, enriched by diverse backgrounds and long-term dedication, delivers trusted expertise and deep industry insight- ensuring lasting value for our clients. Every day is an opportunity to learn from each other’s professional and personal insights, making our environment both enriching and engaging. Our leadership takes an intentional approach to developing people and supporting their future.

How You'll Spend Your Time

• 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 & 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.

Top 3 reasons to apply

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

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Bank, Banking, Disability, Finance, Human Resources