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BOK Financial · 4 days ago

IW Senior Trust Associate

Dallas, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

BOK Financial Corporation is a stable and financially strong organization that values relationship management and collaboration. They are seeking a Senior Trust Associate who will manage and oversee services delivered to institutional wealth clients, while also serving as a backup for the Relationship Manager and providing solutions for complex accounts.

BankingCredit CardsFinancial Services

Responsibilities

You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client

You will perform complex research and deliver solutions to clients

You’ll interact with clients, plan participants, auditors, attorneys, investment managers and accountants for problem resolution and account maintenance

You will research and resolve any issues related to retirement planning

You’ll serve as backup to the Relationship Manager in any absence

You will attend meetings with clients and prepare and present information

You will be responsible for all detailed account documentation

You will work in excel, Microsoft Office and company software

Qualification

Retirement PlanningInstitutional Trust ServicesRelationship ManagementMicrosoft OfficeProblem SolvingCommunication SkillsTeam Collaboration

Required

Bachelor's degree

3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment