Trust Officer

Bonus Type

Summary

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.

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. 

Team Culture

Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant.

How You'll Spend Your Time

• You will administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• You will build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• You will communicate account activity, performance, market insights, and value‑added ideas while developing solutions within established systems.
• You will coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• You will adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• You will apply knowledge of tax, trust, probate, and investment principles to interpret complex information and escalate client risk or legal issues to management.

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