Trust Services Group - TO III

BOK Financial
United States, Colorado, Denver
Feb 04, 2025
Req ID:76102 Location:Denver -DEN Areas of Interest:Wealth Management; Trust Pay Transparency Salary Range:$80,000 - $100,000 Application Deadline:03/05/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary At BOK Financial, our success starts with our incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, read on! We need an investment and client experience enthusiast like yourself to join our Trust Services Group as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career! Job Description The Trust Services Group Trust Officer III is primarily responsible for serving clients by implementing holistic solutions to preserve, accumulate and transfer wealth. Responsible for maintaining the integrity and delivery of trust services, problem resolution and fiduciary administration. Team Culture BOKF is ever-changing, and so are our clients' needs. This group was created to service our affluent clients with fiduciary trust and agency accounts. Our team is spread across multiple markets, but we continue to stay close, rely on each other, and have fun every day. Our goal is to go above and beyond for internal and external customers and aspire to deliver world-class customer service. How You'll Spend Your Time You will use your knowledge and experience of complex account administration to carry out instructions of trust documents. You will ensure distributions are completed accurately and in accordance with policy and procedures. You will utilize your interpersonal skills to create networks, develop new relationships, and expand current ones. You will leverage your customer service skills to go above and beyond to provide the best client experience. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field of study and 1-2 years of experience in a related field or 8-10 years equivalent combination of education and experience. Working Conditions & Physical Requirements Office 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 todayand 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 contactrecruiting_coordinators@bokf.comwith any questions.