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We got a new job details in BOK Financial & they are Hiring Candidates for Trust Officer IV
Job Details
Company Name : BOK Financial
Company Location : Scottsdale, AZ
Job Position : Trust Officer IV
Job Category : Jobs in Scottsdale, AZ
Job Description :
Req ID: 68287
Job Location: Scottsdale Scottsdale AZ
Areas of Interest: Trust; Wealth Management
Colorado Base Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Formula Based
Summary
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!
Job Description
The Trust Officer IV is responsible for administering the largest and most important account relationships within the Private Bank, including the various forms of trusts and other account types typically associated with dynastic wealth management, including highly complex trusts, partnership structures, corporate and charitable entities. Works across all business lines to coordinate other financial professionals both internal and external in the delivery of comprehensive financial services to the client. Provides administration of assigned accounts in accordance with governing instruments, tax and fiduciary law and accounting consistent with BOKF policies and regulatory guidelines.
Team Culture
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.
How You’ll Spend Your Time
You will use your knowledge of trust administration to carry out instructions for complex trusts, and respond to internal and external inquiries around trust documents.
You will ensure accounts are set up appropriately, and distributions are completed accurately, in accordance with policy and procedures.
You will utilize your interpersonal skills to meet business development and retention goals by developing new business through relationships with business partners, existing clients, and centers of influence.
You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors.
You will leverage your customer service skills to go above and beyond to provide an exceptional client experience.
You will use your years of experience to mentor junior Trust Officers
Education & Experience Requirements
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 15+ years of directly related experience in trust.
PREFERRED:
Advanced Degree and Professional Certification
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees.
With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
If you are interested in a career with BOK Financial text “BOKF” to 25000 to engage with Olivia our virtual recruiting assistant.
BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact
recruiting_coordinators@bokf.com
with any questions.
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