Wealth Trust Officer

BOK Financial Corporation; Topeka, Northern (KS, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Trust Officer role at BOK Financial Corporation in Topeka, KS oversees personal trust, custody, estate and IRA accounts within fiduciary standards and policy. You will administer accounts, build client relationships, and coordinate with advisors while ensuring compliance and prudent risk management.

Qualified candidates have a Bachelor’s degree and substantial Personal Trust experience, strong analytical and communication skills, and a commitment to high service standards in a trusted financial

Qualifications

• Bachelor’s Degree in business or related field and 3–5 years of direct Personal Trust experience or 6–8 years of Personal Trust experience.
• Experience in managing medium- to large-sized client accounts.
• Knowledge of estate plans, trust provisions, probate law, taxes and investments.
• Excellent analytical ability, decision making and problem solving skills.
• Excellent oral, written and interpersonal communication skills.

Responsibilities

• Administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• Build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• Communicate account activity, performance, market 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 in a timely manner.
• Adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• Apply knowledge of tax, trust, probate, and investment principles to interpret complex information and seize client risk or legal issues to management.

Skills

Trust administration

Client relationship management

Regulatory compliance

Analytical thinking

Effective communication

Education

Bachelor's Degree in business or related field

Job description

Trust Officer role at BOK Financial Corporation in Topeka, KS oversees personal trust, custody, estate and IRA accounts within fiduciary standards and policy. You will administer accounts, build client relationships, and coordinate with advisors while ensuring compliance and prudent risk management.

Qualified candidates have a Bachelor’s degree and substantial Personal Trust experience, strong analytical and communication skills, and a commitment to high service standards in a trusted financial