Req ID: 75366
Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Plano -PLAN, San Antonio -SANAN
Areas of Interest: Trust
Pay Transparency Salary Range: Not Available
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. .
Formula Based
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!
The Trust Officer III 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.
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. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams.
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.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
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.
Please contact recruiting_coordinators@bokf.com with any questions.
The Special Investigations Unit ("SIU") is looking for someone who can demonstrate the WCF values to join their team as a Special Investigator. This is a Hybrid full-time, exempt position that reports to the SIU Manager and works out of WCF's Sandy, Utah headquarters....
...Full-Time | On-site | Immediate Hire Join Synertex LLC and bring your expertise to a mission that matters. We're looking for a Data Analyst with deep experience in data modeling, analytics, and visualization to support enterprise-level initiatives within the Intelligence...
...supported, challenged, and given the tools to grow. Were seeking an HR Assistant to support our Director of HR and Corporate... ...phone screens, sourcing, and scheduling as needed. This is an entry-level role , ideal for someone with strong organizational skills and...
...Welder / Fabricator / Ironworker We are looking for a safe, organized, hardworking, dedicated, diverse welder/fabricator/ironworker that can weld/erect steel for new buildings, stairs, railings, ladders, gates etc. Willing to work in the fabrication shop and on an...
...Laboratory Partners, a clinical/toxicology laboratory management company, located in Greensboro, NC is seeking an entry level Biomedical engineer technician. The biomedical engineer will work as a member of a highly specialized expert team under close supervisor of...