Wealth & Estate Trust Officer

BOK Financial; Topeka (KS); On-site; USD 90,000 - 130,000; Full time

Job summary

BOK Financial's Wealth Management team in Topeka is seeking a Trust Officer to administer personal trust, custody, estate, investment agency and IRA accounts in accordance with governing instruments and fiduciary standards.

You will build relationships with clients and collaborate with CSAs and Private Wealth teams, ensure compliance, interpret trust documents, and manage complex tax and probate matters while upholding risk and regulatory standards.

Qualifications

• Bachelor's degree in business or related field plus 3–5 years of direct Personal Trust experience and/or 6–8 years of Personal Trust experience.
• Experience managing medium- to large-sized client accounts.
• Knowledge of estate plans, trust documents, taxes and investments.
• Excellent analytical ability, decision making and problem solving; strong oral and written communication skills.

Responsibilities

• 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, market insights and value-added ideas; develop 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, escalating and reporting potential concerns.
• Apply knowledge of tax, trust, probate and investment principles to interpret complex information and elevate client risk or legal issues to management.

Skills

Estate & Trust

Client relationship management

Tax & probate knowledge

Communication skills

Education

Bachelor's degree in business or related field

Job description

BOK Financial's Wealth Management team in Topeka is seeking a Trust Officer to administer personal trust, custody, estate, investment agency and IRA accounts in accordance with governing instruments and fiduciary standards.

You will build relationships with clients and collaborate with CSAs and Private Wealth teams, ensure compliance, interpret trust documents, and manage complex tax and probate matters while upholding risk and regulatory standards.