BOK Financial · 1 month ago
Senior Trust Officer
Austin, TX
Full-time
Onsite
Senior Level
6+ years expBOK Financial is a top U.S.-based financial services holding company headquartered in Tulsa, Oklahoma. They are seeking a Senior Trust Officer to administer a variety of complex personal trust and investment accounts while collaborating with various internal teams to meet client needs.
BankingCredit CardsFinancial Services
Responsibilities
You will use your knowledge of trust administration to carry out instructions for complex trusts, and respond to internal and external inquiries around trust documents
You will ensure accounts are set up appropriately, and distributions are completed accurately, in accordance with policy and procedures
You will utilize your interpersonal skills to meet business development and retention goals by developing new business through relationships with business partners, existing clients, and centers of influence
You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors
You will leverage your customer service skills to go above and beyond to provide an exceptional client experience
Qualification
Required
Bachelor's Degree in Business or related field
Professional certification or post-graduate degree
6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience
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
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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