- You will administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures.
- You will proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established systems to develop solutions and ensure all customer demands are met ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas.
- 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 identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
- You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures.
- You will make sense of complex, high quantity, and sometimes complicated information to effectively solve problems.
- You will keep management advised timely of client risk concerns, potential legal matters, problems, and complaints.
- 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
- Empowered employees
- Award-winning culture
- Community commitment
- Operations focused in an eight-state footprint
- 4,800 team members
- $49 billion in assets
- $100 billion in assets under management and administration
- $6.1 million donated to local nonprofits in 2022
- 33,000+ volunteer hours by our employees in 2022
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Trust Officer - Addison, United States - BOK Financial
Description
Req ID: 74397Location: Dallas -DAL
Areas of Interest: Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 05/17/2024
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. .
Bonus Type
Formula Based
Summary
If 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 you
Job Description
The 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 Culture
A 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 Time
This 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.
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 with any questions.
Top 3 reasons to apply
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.
About BOK Financial Corporation
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 corporations-and everything in between.Facts:
