Trust Services Group - TO III

Bonus Type

Summary

At BOK Financial, our success starts with our incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, read on! We need an investment and client experience enthusiast like yourself to join our Trust Services Group as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career! 

Job Description

The Trust Services Group Trust Officer III is primarily responsible for serving clients by implementing holistic solutions to preserve, accumulate and transfer wealth.  Responsible for maintaining the integrity and delivery of trust services, problem resolution and fiduciary administration.

Team Culture

BOKF is ever-changing, and so are our clients’ needs. This group was created to service our affluent clients with fiduciary trust and agency accounts.   Our team is spread across multiple markets, but we continue to stay close, rely on each other, and have fun every day. Our goal is to go above and beyond for internal and external customers and aspire to deliver world-class customer service.

How You'll Spend Your Time

• You will use your knowledge and experience of complex account administration to carry out instructions of trust documents.
• You will ensure distributions are completed accurately and in accordance with policy and procedures.
• You will utilize your interpersonal skills to create networks, develop new relationships, and expand current ones.
• You will leverage your customer service skills to go above and beyond to provide the best client experience.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and ­­1-2 years of experience in a related field or 8-10 years equivalent combination of education and experience.

Working Conditions & Physical Requirements