Trust Officer
BOK FinancialDallas, Texas, United States
Posted May 6, 2026
Full Time
About the Company
BOK Financial Corporation is a $50 billion regional financial services company headquartered in Tulsa, Oklahoma. The company offers a wide range of services including personal and business banking, wealth management, mortgage origination, investment services, insurance, and trust management across eight states. BOK Financial is known for its commitment to providing comprehensive financial solutions while maintaining a strong focus on customer service and equal employment opportunities.
Job Description
Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach.
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
- Building and maintaining strong client relationships
- Communicating account activity, performance, market insights, and value-added ideas
- Coordinating with internal partners and external advisors to resolve client, tax, investment, and administrative matters
- Applying knowledge of tax, trust, probate, and investment principles to interpret complex information