Austin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San Antonio, TX, US, 78209 Dallas, TX, US, 75001 Req ID: 77337 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, San Antonio -SANAN, Plano -PLAN Areas of Interest: Trust 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.
Success starts with incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, then bring your knowledge, skills, and abilities to BOK Financial! We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career!
The Trust Officer III is primarily responsible for administering a wide variety of complex/high profile and larger/more profitable personal trust, custody and estate, investment agency and IRA accounts. Works closely with Portfolio Managers, Specialty Asset Managers, and external advisors to define clients' requirements including investment goals and objectives, as well as the legal, tax and specialized accounting aspects of accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary accounting standards consistent with BOKF policy.
BOKF is ever-changing, and so are our clients' needs. We have multiple teams across our footprint that are committed to the Private Wealth line of business. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.
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.
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience. 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 recruiting_coordinators@bokf.com with any questions.
Investing in our talent and building a great workplace is a top priority for us.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between.
Facts:
...internships that meet your course credit needs. First and foremost, your primary responsibilities will be as a Camp Counselor. As an Intern , you will be expected to fulfill your regular daily job responsibilities and it will be up to you to complete your internship...
TransForce Inc. is seeking a reliable CDL A Yard Jockey to support yard and dock operations for transportation and warehousing clients. In this role, you will safely move trailers within the yard, to and from loading docks, and between designated spots using a yard tractor...
....S.-based residency in Internal Medicine, Family Medicine, or Neurology Passion and enthusiasm for helping headache patients Banner - University Medical Center Phoenix is a nationally known academic medical center and the primary teaching facility of the University...
MBA Consulting Services, Inc. is seeking a skilled Project Manager (Architect/Engineer) to lead small design and construction projects for... ..., facility repairs, and system alterations (e.g., electrical, HVAC). Collaborate with building vendors, contractors, and USPS teams...
...COMPANY OVERVIEW Advancing Beyond the Spectrum (ABS) was founded to provide the highest... ...create cooperative partnerships betweenhome, school, and community. Our services are... ...safe & appropriate handing procedures when working with clients. Assist BCBA with skill acquisition...