Share this Job
Apply now »


Trust Services Group - Trust Officer II

Tulsa, OK, US

Req ID: 50238 

Areas of Interest: Trust; 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 Trust Services Group Trust Officer I or II 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

PRINCIPAL DUTIES AND RESPONSIBILITIES:

1. Client Service

  • Performs account administration to ensure that all accounts are administered effectively, efficiently, and in accordance with policy and procedures, governing instrument, applicable laws, and regulatory requirements
  • Ensures that the client’s investment strategy, goals, objectives, risk tolerance, tax planning and customized benchmarks are documented and carried out
  • Maintains communication with clients, beneficiaries, respective legal counsel and co-trustees or other professional service providers as appropriate, responding timely and professionally
  • Ensures discretionary distributions are completed timely and in accordance with governing instrument
  • Ensures cash held in account is managed in accordance with policy and procedures
  • Responsible for client complaint tracking and problem resolution

2. Fiduciary Oversight/Compliance

  • Diligent oversight of proper account set-up, maintenance and terminations to ensure that these processes are performed properly; ensure proper fee schedule is being applied to accounts
  • Performs administrative reviews as stated by policy and procedures
  • Responsible for gift tax administration, intergenerational wealth transfer and fiduciary issues

3. Teamwork

  • Participates in the daily work flow of the Trust Services Group team
  • Collaborates with internal business partners and specialists to ensure integrity of trust solutions for the Trust Services Group
  • Partners with other Trust Services Group Officers as a team when coverage is needed and informs them of all relevant client information, ensuring a smooth work flow among Trust Services Group
  • Participate in special projects

4. Professional Development

  • Maintain functional expertise by participating in training and educational opportunities
  • Maintain certifications by attending accredited educational forums
  • Sets personal example of commitment, responsiveness, ethics, professionalism, courtesy and appearance and may mentor other Trust Services Group Trust Officers

5. Fiduciary Acumen

  • Able to respond to difficult questions/complaints. 
  • Able to analyze and interpret documents, prepare documents for beneficiary and discretionary requests. 
  • Operates independently and may provide guidance and direction to Trust Services Group Relationship Associates and other team members

KNOWLEDGE, SKILLS and ABILITIES:

  • Must have a working knowledge of the interpretation and practical application of document provisions, probate law, taxes, investments, and the legal framework of estate and trust administration
  • Analytical ability to resolve questions arising from account administration
  • Proficient in technology such as Microsoft applications
  • Proficient communication skills, both verbal and written
  • Ability to multi-task and prioritize tasks to meet deadlines

 This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business or a related field or 5 years equivalent work related experience.

Preferred:

  • Advanced trust certifications
  • CTFA or CFP

 

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 recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Bank, Banking, Finance

Apply now »