BOK Financial · 3 months ago
Trust Officer
Oklahoma City, OK
Full-time
Onsite
Mid, Senior Level
3+ years expBOK Financial Corporation is a trusted industry leader providing opportunities for growth and teamwork. The Trust Officer is responsible for administering personal trust, custody and estate accounts, ensuring compliance with laws and policies while maintaining customer relationships.
BankingCredit CardsFinancial Services
Responsibilities
You will administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures
You will proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established systems to develop solutions and ensure all customer demands are met ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas
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 identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate
You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures
You will make sense of complex, high quantity, and sometimes complicated information to effectively solve problems
You will keep management advised timely of client risk concerns, potential legal matters, problems, and complaints
Qualification
Required
Bachelor's Degree in business or related field of study
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 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
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
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2025-12-29
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2025-12-25
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