Senior Trust Officer

For more than a century, BOK Financial has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Requirements

• Administering personal trust, custody and estate, investment agency and IRA accounts
• Providing administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy
• Managing a portfolio of complex client relationships to ensure high-quality service and drive profitable growth
• Proactively communicating with clients about account activity, market trends, and strategic opportunities
• Collaborating with internal departments to enhance teamwork and build strong external client relationships
• Coordinating with internal teams and external advisors to resolve client and administrative issues efficiently
• Monitoring compliance and staying current on laws, regulations, and best practices relevant to responsibilities