Trust Officer

Bonus Type

Summary

We provide a comprehensive range of financial services, including planning, brokerage, investment management, life insurance, and retirement planning. Our advisors collaborate closely with clients to understand their goals and ensure their financial success. By taking a holistic approach, we address all key areas of our clients’ financial lives to secure their future. Additionally, we educate our clients throughout the process, empowering them with the knowledge and confidence to make informed financial decisions.

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 team culture emphasizes respect and work-life balance. Collaboration is key, and we value everyone's perspectives to enhance our decision-making. Our tenured team, enriched by diverse backgrounds and long-term dedication, delivers trusted expertise and deep industry insight—ensuring lasting value for our clients. Every day is an opportunity to learn from each other’s professional and personal insights, making our environment both enriching and engaging. Our leadership takes an intentional approach to developing people and supporting their future.

How You'll Spend Your Time

• You will administer accounts according to regulations and policies.


• You will build relationships and address client needs.


• You will coordinate with internal and external partners.


• You will follow compliance standards and escalate concerns.


• You will maintain knowledge of trust and investment practices.


• You will analyze complex information to resolve issues.

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