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. .
Formula Based
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.
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.
...Key Responsibilities Youth Ministry Provide leadership and oversight for Middle School and High School ministries. Lead and be the primary teacher for our Midweek Youth Program and Youth Sunday School. Build relationship with students and parents, encouraging...
...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgans Latin America Private Bank.You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you...
...independent contractors. We need experienced phlebotomists to do mobile insurance examinations. Daytime Hours. We have been servicing... ...other paperwork accurately. Qualifications: Have 1 year of phlebotomy experience. Strong organizational skills. Interpersonal...
...dreamers and help us connect people and build communities to create economic opportunity for all. About the Team and the Role The AML Governance and Training team is a vital part of the eBay AML and Sanctions Framework. The team is responsible for driving strong...
...Drive with a Small, Driver-Focused Company Were a small trucking company that puts drivers first. Our goal is simple: treat drivers like partners, not just numbers. With us, youll experience a family-style atmosphere, personal support from dispatch, and a company that...