Relationship Associate IV

Date: Dec 28, 2017

Location: Houston, TX, US

Req ID: 40141 

Areas of Interest: Wealth Management 

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.                  .

The Relationship Associate IV provides advanced administrative support and training to the Senior Fiduciary Officer or Senior Banking Officer, other trust officers, Private Bankers and management; exercises considerable discretion in the performance of assigned duties and responsibilities. Duties performed may include: preparation of correspondence, technical and court reports and memoranda; developing original drafts for review and approval, systems training, and general assistance in all aspects of account administration in accordance with governing instruments, tax and fiduciary law, applicable fiduciary accounting standards, and local probate code, consistent with BOKF policy. Assigned tasks require broad and comprehensive experience, skill, confidentiality, and knowledge of Bank’s policies and practices. Identifies administrative projects; performs considerable coordination and follow-through; recommends priorities and procedures for accomplishing work assignments to management.

  1. Interacts with clients, investment managers, attorneys, brokers, and accountants via telephone, written communications, or meetings regarding complex problem resolution and/or account maintenance; serves as senior liaison between operational and support areas and customer; performs extensive research and communicates resolution of problem to customer and management; resolves highly technical questions and problems presented by clients and management concerning transactions in accounts and complex day to day operational issues.
  2. Provides direct technical support for officers and management in administration and management of accounts, including monitoring daily cash balances; complex credits; identifying, reconciling and depositing income and principal to accounts, preparing complex disbursements from accounts, researching cost basis and providing other technical accounting assistance to officer and management; funding assets into and distributing assets from accounts; assisting administrator in preparing and filing documents with courts, governmental and regulatory agencies, other duties as assigned.
  3. Provides assistance to Senior Department Mangers with special projects.
  4. Performs basic clerical needs; composes, initiates and reviews correspondence and memoranda; drafts and types letters, completes complex forms. Compiles and coordinates the production of presentation reports, meeting materials and management reports.
  5. Responsible for coordinating the functional training of officers and staff on all systems utilized by the local Trust and Private Banking operation. Assists in establishing and recommending code set adjustments, authorizations and system changes. Understands all aspects of relevant systems utilized within the Department, including procedures for internal control of source data and associated documents.

  • Advanced PC and software application skills; includes GroupWise Scheduler, Excel, and Word
  • Excellent understanding of bank operating practices and procedures, including all IT systems in use
  • Extensive knowledge of credit, banking, trust , probate, securities transfer and tax law
  • Advanced interpersonal, verbal, and written communication skills
  • Advanced organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner
  • Ability work with data/information requiring a high degree of confidentiality and complexity
This level of knowledge is normally acquired through completion of a Bachelors Degree or paralegal certification, and 5-7 years experience or 11 - 13 years equivalent work experience.

May have FINRA Series 7, 63, 65, 66 securities licenses, if required.

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!
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.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 

Nearest Major Market: Houston

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