Trust Officer—Wealth Management

BOK Financial Corporation; Topeka (KS); Sur place; USD 90 000 - 170 000; Plein temps

Résumé du poste

BOK Financial Corporation's Wealth Management team seeks a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts, ensuring compliance with governing instruments and fiduciary standards.

Join a firm with a long history and nationwide presence, delivering tailored strategies and proactive client service while partnering with Private Wealth and CSAs to safeguard assets and support clients' goals.

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 estate plans, trust provisions, probate law, taxes and investments.
• Strong analytical, decision-making and problem-solving skills.
• Excellent oral and written communication skills.

Responsabilités

• Administer trust and wealth accounts in accordance with governing documents, laws, regulations and BOKF policies.
• Build and maintain strong client relationships with CSAs, managers and Private Wealth team members.
• Communicate account activity, performance, insights and value-added ideas while developing solutions within established systems.
• Coordinate with internal partners and external advisors to resolve client, tax, investment and administrative matters promptly.
• Adhere to risk and compliance standards by identifying and escalating potential policy or regulatory concerns.
• Apply knowledge of tax, trust, probate and investment principles to interpret complex information and elevate client risk or legal issues.

Connaissances

Analytical ability

Decision making

Problem solving

Oral communication

Interpersonal skills

Formation

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

Description du poste

BOK Financial Corporation's Wealth Management team seeks a Trust Officer to administer personal trust, custody and estate, investment agency and IRA accounts, ensuring compliance with governing instruments and fiduciary standards.

Join a firm with a long history and nationwide presence, delivering tailored strategies and proactive client service while partnering with Private Wealth and CSAs to safeguard assets and support clients' goals.