Trust Officer - Wealth & Estate Services

BOK Financial; Oklahoma City (OK); On-site; USD 80,000 - 105,000; Full time

Job summary

BOK Financial in Oklahoma City seeks a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts, ensuring compliance with governing instruments and fiduciary standards.

You will build relationships with clients, coordinate with internal and external partners, and stay current on trust and investment practices to deliver comprehensive financial planning and lasting client value.

Qualifications

• Bachelor's Degree in business or related field required.
• 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.
• 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.

Responsibilities

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

Skills

Trust administration

Client relationship

Analytical thinking

Regulatory compliance

Education

Bachelor's Degree in business or related field

Job description

BOK Financial in Oklahoma City seeks a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts, ensuring compliance with governing instruments and fiduciary standards.

You will build relationships with clients, coordinate with internal and external partners, and stay current on trust and investment practices to deliver comprehensive financial planning and lasting client value.