Trust Officer: Personal Trust & Estate Administration

BOK Financial Co.; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

BOK Financial Co. is seeking a Trust Officer in Austin, TX to administer personal trust, custody, and estate accounts, and provide fiduciary services in line with governing instruments and laws.

You will work with a team to manage client relationships, coordinate with internal/external partners, and ensure adherence to regulatory standards. The role requires a Bachelor’s degree and 3–8 years of related Personal Trust experience, with a focus on accuracy, analytical thinking, and clear

Qualifications

• Bachelor’s Degree in business or related field and 3-5 years of directly related Personal Trust experience.
• Knowledge 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

Responsibilities

• Administer accounts according to regulations and policies.
• Build relationships and address client needs.
• Coordinate with internal and external partners.
• Follow compliance standards and escape concerns.
• Maintain knowledge of trust and investment practices.
• Analyze complex information to resolve issues.

Skills

Relationship building

Analytical thinking

Communication skills

Regulatory compliance

Education

Bachelor’s Degree in business or related field

3-5 years of directly related Personal Trust experience

6-8 years of Personal Trust experience or equivalent combination of education and experience

Job description

BOK Financial Co. is seeking a Trust Officer in Austin, TX to administer personal trust, custody, and estate accounts, and provide fiduciary services in line with governing instruments and laws.

You will work with a team to manage client relationships, coordinate with internal/external partners, and ensure adherence to regulatory standards. The role requires a Bachelor’s degree and 3–8 years of related Personal Trust experience, with a focus on accuracy, analytical thinking, and clear