Trust Officer

Job Details

Req : 78011

Location: Dallas
-DAL

Areas of Interest: Trust;
Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 06/03/2026

Bonus Type: Formula Based

The Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century, managing over $117 billion in assets and offering personalized strategies. A Trust Officer supports this mission by administering trust and wealth accounts.

The Trust Officer is responsible for administering personal trust, custody, and estate, investment agency, and IRA accounts. Duties include managing assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.

• Administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.
• Build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.
• Communicate account activity, performance, market insights, and value‑added ideas while developing solutions within established systems.
• Coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.
• Adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.
• Apply knowledge of tax, trust, probate, and investment principles to interpret complex information and escalated client risk or legal issues to management.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in business or a 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.

The BOK Financial Corporation Group is an equal opportunity employer. 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.