Req ID: 77337
Location: Austin -AUS, Dallas -DAL, Houston -HOUS, San Antonio -SANAN, Plano -PLAN
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.
...maintain a safe environment for all employees, residents, families, and visitors, Stellar strongly encourages its employees to receive an FDA-approved COVID-19 vaccination, as well as any subsequent booster doses, as recommended by the Centers for Disease Control and...
...leadership in the program by creating educational options which lead to academic growth and... ...appropriate district level supervisors/administrators regarding the needs of the program with... ...and learning Knowledge of at-risk, special populations, and related programming and...
...Alfred University's Public Safety is looking to fill 2 positions. The Campus Safety Officerconducts active and regular patrols of campus grounds and buildings in uniform on foot, car, and/or by bike to ensure the effective and efficient execution of the mission of the...
...tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career with... ...Must be eligible to work in the U.S. Must obtain a life insurance license (we guide you) Reliable phone, computer, and internet...
...We are looking for an experienced industrial electrician for our water solutions segment. This role executes all assigned work safely, effectively, and efficiently within the general scope for the maintenance electrician role. Provides feedback on preventative maintenance...