About this role
<p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Req ID:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">77179</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Location:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Oklahoma City -OKC</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Areas of Interest: </span></span></span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Trust</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Pay Transparency Salary Range:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Not Available</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Application Deadline:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">07/01/2026</span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.</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-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">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! </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:8.0px;text-align:justify"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">The <b>Trust Officer</b> is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary 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-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px"><span style="color:black">A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.</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 style="margin-bottom:11.0px"> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures.</span></span></li> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established systems to develop solutions and ensure all customer demands are met ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas. </span></span></li> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely. </span></span></li> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will adhere to all established corporate risk & compliance guidelines. You will identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.</span></span></li> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures. </span></span></li> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will make sense of complex, high quantity, and sometimes complicated information to effectively solve problems. </span></span></li> <li style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will keep management advised timely of client risk concerns, potential legal matters, problems, and complaints.</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:8.0px;text-align:justify"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust <b>or equivalent combination of education and experience.</b></span></span></p> <ul> <li style="text-align:justify"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Experience in managing medium- to large-sized client accounts.</span></span></li> <li style="text-align:justify"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments.</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Excellent analytical ability, decision making and problem solving skills</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Excellent oral, written and communication skills, including interpersonal skills</span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:8.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Advertising Source</H2> </div><div></div></div></div><p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><b><span style="color:black">BOK Financial Corporation Group</span></b><span style="color:black"> 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> <b>Apply today</b> and take the first step towards your next career opportunity!</span><br> <span><span><span><span><span><span> <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></span></span></span></span></span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span style="color:black">Please contact </span><u><a href="mailto:[email protected]?subject=BOKF%20Career%20Site%20Help"><span style="color:black"><span style="text-decoration:none"><span><span>[email protected]</span></span></span></span></a></u><span><span> with any questions. </span></span></span></span></b></span></span></span></span></span></span></span></span></span></span></span></span></span></p>