About this role
<p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Req ID:</b> <span id="job_req_id">77337</span> </span></span></span></p> <p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Location:</b> Austin -AUS, Dallas -DAL, Houston -HOUS, San Antonio -SANAN, Plano -PLAN</span></span></span> </p> <p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Areas of Interest: </b>Trust </span></span></span></p> <p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Pay Transparency Salary Range: </b>Not Available</span></span></span> </p> <p><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>BOK Financial,</b> Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .</span></span></span></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Bonus Type</b></H2> </div><div><div>Formula Based</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Summary</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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!<strong> </strong></span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Description</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">The <strong>Trust Officer III</strong> 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.</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Team Culture</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">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. </span> <span style="color:black">Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.</span></span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>How You'll Spend Your Time</b></H2> </div><div><ul> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">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.</span></span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">You will ensure accounts are set up appropriately, and distributions are completed accurately, in accordance with policy and procedures.</span></span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">You will utilize your interpersonal skills to</span> meet business development and retention goals by <span style="color:black">developing new business through relationships with business partners, existing clients, and centers of influence.</span></span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors.</span></span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">You will leverage your customer service skills to go above and beyond to provide an exceptional client experience.</span></span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Education & Experience Requirements</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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.</span></span></p> </div></div></div><p><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>BOK Financial Corporation Group</b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. <b>With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!</b><br> <br> <b>Apply today</b> and take the first step towards your next career opportunity!</span></span></span><br> <span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> <br> <b>The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.</b></span></span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b><span style="color:#000000">Please contact </span><u><a href="mailto:[email protected]?subject=BOKF%20Career%20Site%20Help"><span style="color:#000000">[email protected]</span></a></u><span style="color:#000000"> with any questions. </span></b></span></span></p>