BOK Financial

Trust Officer - Scottsdale

Scottsdale, AZ
BOK Financial is one of the 25 largest financial institutions in the U.S.—but one that isn’t the lea

Job Description

Trust Officer

Posted: Thursday, 12/28/2023
Req ID: 74211
Location: Scottsdale -SCOTT, Albuquerque -ALBQ, Phoenix -PHOE
Areas of Interest: Trust; Investment Sales; Wealth Management
Pay Transparency Salary Range: Not available
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Formula Based

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How You'll Spend Your Time

  • You will properly administer accounts consistent with the governing instrument, state law and BOKF policies and procedures.
  • You will ensure quality service and profitable business growth by managing a portfolio of complex customer relationships. You will also pro-actively communicate with clients about their account activity, account performance, securities markets, economic trends, and value-added ideas.
  • You will develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
  • You will coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely.
  • You will adhere to all established corporate risk & compliance guidelines.
  • You will monitor and review performance and behaviors within areas of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct.
  • You will maintain knowledge of state and federal tax and fiduciary law, accounting principles, investment strategies, and BOKF policies and procedures.
  • You will act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. You will also maintain external accreditations and an in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
  • You will timely keep management advised of client risk concerns, problems and complaints.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 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.

  • Experience in managing medium- to large-sized client accounts.
  • Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.
  • Excellent analytical ability, decision making and problem solving skills
  • Excellent oral, written and communication skills, including interpersonal skills

Advertising Source

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact [email protected] with any questions.

BOK Financial At A Glance

BOK Financial is one of the 25 largest financial institutions in the U.S.—but one that isn’t the least bit institutional. Our relationship-first approach propels us to serve the complete financial needs of individuals, international businesses and everyone in between, delivering traditional banking services, innovative financial solutions, and thoughtful, personalized advice. Through our 5,000 employees we serve clients across the country out of operations focused in eight states in the Midwest and Southwest, with a commitment on being good neighbors. For more than 100 years, we’ve done business one client at a time, delivering thoughtful expertise and tailored advice. Because we know that when our clients succeed, we succeed.
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