BOK Financial Corp. Oklahoma City , OK 73113
Posted 3 weeks ago
Req ID: 74932
Location: Oklahoma City
Areas of Interest: Corporate Trust
Pay Transparency Salary Range: Not available
Application Deadline: 06/17/2024
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
You place great value in relationship management and interacting with large, complex or high profile clients. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Senior Trust Associate.
Job Description
The Institutional Wealth
Team Culture
We live our company values every day. Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.
We act with honor and truthfulness. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships.
How You'll Spend Your Time
You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client
You will perform complex research and deliver solutions to clients.
You'll interact with clients, plan participants, auditors, attorneys, investment managers and accountants for problem resolution and account maintenance
You will research and resolve any issues related to retirement planning
You'll serve as backup to the Relationship Manager in any absence
You will attend meetings with clients and prepare and present information.
You will be responsible for all detailed account documentation
You will work in excel, Microsoft Office and company software
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree and 3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.
Working Conditions & Physical Requirements
Office
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!
Apply today and 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 contact recruiting_coordinators@bokf.com with any questions.
Oklahoma City, OK, US, 73102
BOK Financial Corp.