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Trust Officer III

Austin, TX, US, 73301 Plano, TX, US, 75023 San Antonio, TX, US, 78015 Houston, TX, US, 77001

Req ID: 70321 

Location: Austin -AUS, Houston -HOUS, Plano -PLAN, San Antonio -SANAN 

Areas of Interest: Trust 

Pay Transparency Salary Range: Not Available 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. 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


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! 

Job Description

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.

Team Culture

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.

How You'll Spend Your Time

  • 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.

Education & Experience Requirements

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 is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

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.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.


  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998

Nearest Major Market: Austin

Job Segment: Bank, Banking, Finance

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