Trust Officer

at  BOK Financial

Req ID: 74774
Location: Denver -DEN
Areas of Interest: Wealth Management; Relationship Management; Trust
Pay Transparency Salary Range: $105,000 - $130,000
Application Deadline: 07/31/2024
BOK Financial, 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. .

SUMMARY

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!

JOB DESCRIPTION

The Trust Officer 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.

EDUCATION & EXPERIENCE REQUIREMENTS

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 or equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments.
• Excellent analytical ability, decision making and problem solving skills
• Excellent oral, written and communication skills, including interpersonal skills

Please refer the Job description for details