Role OverviewThe 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.
What You Will Do
You will administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies. You will build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
Why It Might Be a Fit
You will communicate account activity, performance, market insights, and value-added ideas while developing solutions within established systems. You will coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
Requirements
- 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
Benefits
- Bonus Type: Formula Based
]]>