Trust Officer III- Special Needs Trusts - Jacinto City - job 1198301

Date: 09/12/2021

City: Jacinto City, Texas

Employment type: Full-time

Req ID: 60421
Job Location: Dallas, Dallas, Forth Worth, Houston, Oklahoma City, Tulsa, Kansas City Houston TX
Areas of Interest: Trust
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

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 in Specialist Needs Trust. You will make the most out of every opportunity and be positioned for a great career!

About the Role

In a workday that is ever-changing, you always having the ability to make a positive impact by helping families and beneficiaries, and continuously learning through changes in Tax and Estate Planning. The legal trust document will govern your daily responsibilities because each one is specifically written to meet the client’s needs.

What You Can Expect

You can expect to manage risk, develop and maintain a positive relationship with clients, and carry out the trust provisions. No two days are the same, and every family situation brings something different. As your trust administration knowledge grows, opportunities for advancement will increase across the bank. You can develop into leadership or a specialized area like Disability and Elder Trust or Advisory Trust Service, or you may venture to other areas of private wealth such as investments or banking.

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.

We'd Like to Talk to You

RELATIONSHIP BUILDER: Your love for customer service and helping others, along with an ability to network and build relationships, will take you far. You’re constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to provide the best service.

TRUST ADMINISTRATION: You must have a working knowledge of document provisions, probate law, taxes, investments, and the legal framework of estate and trust administration in order to dispense funds properly to beneficiaries.

BUSINESS DEVELOPMENT: You generate new business and cross-sell to existing clients to produce significant revenue for the bank.

COMMUNICATION: You are an excellent writer and speaker with the ability to build relationships with clients and coworkers.

ORGANIZATION: You will need to handle multiple requests efficiently and prioritize your work.

DETAIL ORIENTED: Follow-up, follow-through, and accuracy are crucial to ensure a smooth process for all parties involved.

DECISIVE: You make difficult decisions in a timely manner.

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 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience.

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!

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 with any questions.

How to apply:

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