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Corporate Trust Associate

Dallas, TX, US, 75001

Req ID: 72181 

Location: Dallas -DAL 

Areas of Interest: Corporate 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


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! The Corporate Trust Associate is primarily responsible for managing and overseeing the services delivered to Corporate Trust Clients. 

Job Description

The Corporate Trust Associate is primarily responsible for managing and overseeing the services delivered to Corporate Trust Clients.  Also serves as a backup in the Corporate Trust Administrator’s absence. This includes interaction with clients, private label vendor, attorneys, underwriters, financial advisors, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel.  The Trust Associate analyzes, develops and implements solutions for complex account and departmental problems and issues.  Works under limited supervision.

Team Culture

We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.

How You'll Spend Your Time

  • You will analyze, evaluate, recommend and implement solutions for various complex client related issues and problems that arise, this includes problem resolution with client accounts and/or exceptions, serves as liaison between Trust Operations and client, performs research, develop solutions and communicate the resolution of the problem to client.
  • You will interact with clients, private label vendor, auditors, attorneys, underwriters, financial advisors, and accountants via telephone, e-mail, written communications or meetings regarding problem resolution and/or account maintenance.
  • You will handle all General Obligation bond issues, which includes gathering information related to payments due from Issuer, amortization schedules, invoices, and fees, research and resolve complex problems or disputes for corporate trust bondholders, borrowers, bond counsel and financial advisors for bond issues and Attorneys, accountants or Institutional customers for Escrow Accounts.
  • You will implement set-up of new escrow accounts, communicate with escrow parties regarding receipts, disbursements, transfers and timing/notice deadlines, make permitted investments and disbursements upon customer direction, close accounts and serve as a backup in the Corporate Trust Administrator’s absence.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors degree and 2-3 years related experience or 8-9 years related work experience in Corporate Trust Services, trust, legal or investment environment.

  • Thorough knowledge of accounting practices and principles in order to effectively evaluate problems with trust statement activity and complex spreadsheets associated with private label vendor information
  • Good understanding of the Municipal Bond business and Escrow Accounts; General Obligation Bond requirements and IRS Regulations and applicable SEC rules and regulations covering Continuing Disclosure and Dissemination.
  • Thorough knowledge of compliance reporting and styles, as well as the basics of escrow account administration and distribution.
  • Very thorough knowledge of PC, including knowledge of word processing and spreadsheet applications, trust recordkeeping system, web based system utilized by clients.
  • Ability to design complex spreadsheets for application within the department and for use with clients.
  • Very good oral, written and communication skills, including interpersonal skills
  • Good presentation skills including presenting in front of a group.
  • Ability to analyze complex information and data in order to develop and recommend solutions in challenging projects.
  • Ability to work independently with little supervision.

Advertising Source

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: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Finance

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