Senior Trust Officer

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Location:
Phoenix
-PHOE

Areas of Interest: Trust;
Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 07/09/2026

For more than a century, BOK Financial has grown into a leader in the financial world, offering diverse, personalized, and responsive services to institutional and individual clients.

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

• You will administer accounts in compliance with governing instruments, state laws, and BOKF policies and procedures.
• You will manage a portfolio of complex client relationships to ensure high-quality service and drive profitable growth.
• You will proactively communicate with clients about account activity, market trends, and strategic opportunities.
• You will collaborate with internal departments to enhance teamwork and build strong external client relationships.
• You will coordinate with internal teams and external advisors to resolve client and administrative issues efficiently.
• You will monitor compliance and stay current on laws, regulations, and best practices relevant to your responsibilities.
• You will act as a subject matter expert and maintain professional development through ongoing education and industry engagement.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in business or a related field of study and 6-8 years of directly related experience in Personal Trust and/or 8-10 years of experience in Personal Trust or an equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.
• Excellent analytical ability, decision-making and problem-solving skills.
• Excellent oral, written and communication skills, including interpersonal skills.

Phoenix

Bank, Banking, Finance

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 regardless of sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information, or veteran status.