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About the Role
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.
Responsibilities
- Administer accounts according to regulations and policies.
- Build relationships and address client needs.
- Coordinate with internal and external partners.
- Follow compliance standards and escalate concerns.
- Maintain knowledge of trust and investment practices.
- Analyze complex information to resolve issues.
Requirements
- 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
Location
- Austin - AUS
- Dallas - DAL
Experience Level
- 3-5 years of directly related experience in Personal Trust
- 6-8 years of experience in Personal Trust
Education Level
- Bachelor’s Degree in business or related field of study
About the Company
- 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®.
- BOK Financial Corporation Group is 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!
Equal 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.