Req ID:74820
Location:Denver -DEN
Areas of Interest:Wealth Management
Pay Transparency Salary Range:160,000 - 190,000
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. .
Bonus Type
Formula Based
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 Senior 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
A career with BOK Financial will provide you opportunities and benefits that
can only come from working for a trusted industry leader. Work with amazing,
energetic team members and a company dedicated to your success, growth,
and advancement.
How You'll Spend Your Time
You will properly administer accounts consistent with the governing
instrument, state law and BOKF policies and procedures.
You will ensure quality service and profitable business growth by managing a
portfolio of complex customer relationships. You will also pro-actively
communicate with clients about their account activity, account
performance, securities markets, economic trends, and value-added ideas.
You will develop internal marketing plans and work collaboratively with other
departments to improve internal relationships and build strong external
customer relationships.
You will coordinate activities with the Tax, Specialty Assets, Investment
Management, Wealth Management Services and external advisors, resolving
client and administrative issues timely.
You will adhere to all established corporate risk & compliance guidelines.
You will monitor and review performance and behaviors within areas of
responsibility to identify and resolve non-compliance with the
organization's policies and relevant regulatory codes and codes of conduct.
You will maintain knowledge of state and federal tax and fiduciary law,
accounting principles, investment strategies, and BOKF policies and
procedures.
You will act as subject matter expert in an area of technology, policy,
regulation, or operational management for the team. You will also maintain
external accreditations and an in-depth understanding of current and emerging
external regulation and industry best practices through continuing
professional development, attending conferences, and reading specialist media.
You will timely keep management advised of client risk concerns, problems
and complaints.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of
Bachelor's Degree in business or related field of study and 6-8 years of
directly related experience in Personal Trust and/or 8-10 years of
experience in Personal Trust or equivalent combination of education and
experience.
Experience in managing medium- to large-sized client accounts.
Knowledge of interpretation and application of trust document provisions,
probate law, taxes, investments.
Excellent analytical ability, decision making and problem solving skills
Excellent oral, written and communication skills, including interpersonal
skills
Advertising Source
BOK Financial Corporation Groupis 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 with any questions.
BOK Financial is an equal opportunity employer. We are committed to providing
equal employment opportunities for training, compensation, transfer,
promotion and other aspects of