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BOK Financial Phoenix, United StatesReq ID: · 74211 · Location: · Scottsdale -SCOTT, Albuquerque -ALBQ, Phoenix -PHOE · Areas of Interest: · Trust; Investment Sales; Wealth Management · Pay Transparency Salary Range: · Not available · BOK Financial, · Headquartered in Tulsa, Oklahoma, BOK Financial Corpora ...
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Trust Officer - Phoenix, United States - BOK Financial
Description
Req ID: 74211Location: Scottsdale -SCOTT, Albuquerque -ALBQ, Phoenix -PHOEAreas of Interest: Trust; Investment Sales; Wealth ManagementPay Transparency Salary Range:
Not availableBOK 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.
.Bonus TypeFormula BasedSummaryIf you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.
We have an exciting opportunity awaiting someone like youJob DescriptionThe 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.
Team CultureA career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader.
Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.How You'll Spend Your TimeYou will properly administer accounts consistent with the governing instrument, state law and BOKF policies and procedures.
You will ensure quality service and profitable business growth by managing a portfolio of complex customer relationships.You will also pro-actively communicate with clients about their account activity, account performance, securities markets, economic trends, and value-added ideas.
You will develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
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 monitor and review performance and behaviors within areas of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct.
You will maintain knowledge of state and federal tax and fiduciary law, accounting principles, investment strategies, and BOKF policies and procedures.
You will act as subject matter expert in an area of technology, policy, regulation, or operational management for the team.
You will also maintain external accreditations and an in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
You will timely keep management advised of client risk concerns, problems and complaints.Education & Experience RequirementsThis level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 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 interpretation and application of trust document provisions, probate law, taxes, investments.
Excellent analytical ability, decision making and problem solving skillsExcellent oral, written and communication skills, including interpersonal skillsAdvertising SourceBOK 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 careerApply today and take the first step towards your next career opportunityThe 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 with any questions.Top 3 reasons to applyInvesting in our talent and building a great workplace is a top priority for us. Empowered employeesAward-winning cultureCommunity commitmentBOK Financial Corporation Group adheres to state specific pay transparency requirements.
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.
About BOK Financial CorporationFor 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 corporations-and everything in between.
Facts:
Operations focused in an eight-state footprint4,800 team members$49 billion in assets$100 billion in assets under management and administration$6.1 million donated to local nonprofits in 202233,000+ volunteer hours by our employees in 2022#J-18808-Ljbffr
