ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
NJEDA
Tulsa, OK, United States
As part of the Authority’s expanding legal team, the Senior Counsel Officer will support the delivery of the New Jersey Wind Port, a major Greenfield infrastructure project located in Southern New Jersey, which the Authority’s Infrastructure Division is developing on behalf of the State. The position will also provide legal support and counsel to t
Job Source: NJEDAU.S. Federal Government
Tulsa, OK, United States
Company Description Region 10 Northwest/Arctic Regional Team, U.S. General Services Administration Public Buildings Service Role Description This is a full-time hybrid role as a Senior Contracting Officer within the Acquisition Division, Capital Projects Branch at U.S. General Services Administration, Public Buildings Service, Northwest/Arctic Re
Job Source: U.S. Federal GovernmentLake City Bank
Tulsa, OK, United States
Lake City Bank VP, Senior Investment Officer, Warsaw, IN Indianapolis , Indiana Apply Now Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and an ability effectively present information and respond to questions? As a Vice Pre
Job Source: Lake City BankUniversity of Washington
Tulsa, OK, United States
University of Washington SENIOR MEDIA RELATIONS OFFICER Seattle , Washington Apply Now Department: INSTITUTE FOR HEALTH METRICS & EVALUATION (IHME) Job Location Detail: Office is located in Seattle; position is eligible to work fully remote within the U.S. (excluding U.S. territories) Posting Date: 05/08/2024 Closing Info:Closes On 05
Job Source: University of WashingtonBank of America
Tulsa, OK, United States
Bank of America Senior Information Security Officer Denver , Colorado Apply Now The Senior Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you wil
Job Source: Bank of AmericaClassical KING FM 98.1
Tulsa, OK, United States
Classical KING FM 98.1 Chief Advancement Officer Seattle , Washington Apply Now The Chief Advancement Officer (CAO), a collaborative, strategic, and caring fundraising professional, reports directly to Brenda Barnes, the Chief Executive Officer (CEO) of Classical KING FM 98.1. The Chief Advancement Officer serves as an essential membe
Job Source: Classical KING FM 98.1Bill & Melinda Gates Foundation
Tulsa, OK, United States
Senior Officer, Strategy & Implementation Management page is loaded Senior Officer, Strategy & Implementation Management Apply locations Seattle, WA Washington, DC time type Full time posted on Posted Yesterday job requisition id B020307 The Foundation We are the largest nonprofit fighting poverty, disea
Job Source: Bill & Melinda Gates FoundationWilliam Adams
Tulsa, OK, United States
With over 90 years as a Caterpillar Dealer, William Adams has proudly made its mark. Together with Caterpillar, we've been there for customers selling and servicing the best equipment in the world - on land, at sea, in construction, mining and general industry. We are seeking an enthusiastic and experienced Senior Credit Officer to join our dedic
Job Source: William AdamsTulsa, OK, United States
Req ID:74820Location:Denver -DENAreas of Interest:Wealth ManagementPay Transparency Salary Range:160,000 - 190,000Application Deadline:04/19/2024BOK Financial, Headquartered in Tulsa, Oklahoma, BOK FinancialCorporation (NASDAQ: BOKF) is a top U.S.-based financial servicesholding company with operations in Oklahoma, Texas, Arizona, Arkansas,Colorado, Kansas, Missouri, Tennessee and New Mexico. The company beganmore than 100 years ago in Tulsa and has successfully diversified into avariety of industries, businesses and geographies. .
Bonus Type
Formula Based
Summary
If you are looking for a job that combines a passion for innovation, anopportunity for growth, and a culture of teamwork, then you've come tothe right place. We have an exciting opportunity awaiting someone like you!
Job Description
The Senior Trust Officer is responsible for administering personal trust,custody and estate, investment agency and IRA accounts. Providesadministration of assigned accounts in accordance with governinginstruments, applicable state and federal law, and fiduciary standardsconsistent with BOKF policy.
Team Culture
A career with BOK Financial will provide you opportunities and benefits thatcan only come from working for a trusted industry leader. Work with amazing,energetic team members and a company dedicated to your success, growth,and advancement.
How You'll Spend Your Time
You will properly administer accounts consistent with the governinginstrument, state law and BOKF policies and procedures.You will ensure quality service and profitable business growth by managing aportfolio of complex customer relationships. You will also pro-activelycommunicate with clients about their account activity, accountperformance, securities markets, economic trends, and value-added ideas.You will develop internal marketing plans and work collaboratively with otherdepartments to improve internal relationships and build strong externalcustomer relationships.You will coordinate activities with the Tax, Specialty Assets, InvestmentManagement, Wealth Management Services and external advisors, resolvingclient and administrative issues timely.You will adhere to all established corporate risk & compliance guidelines.You will monitor and review performance and behaviors within areas ofresponsibility to identify and resolve non-compliance with theorganization's policies and relevant regulatory codes and codes of conduct.You will maintain knowledge of state and federal tax and fiduciary law,accounting principles, investment strategies, and BOKF policies andprocedures.You will act as subject matter expert in an area of technology, policy,regulation, or operational management for the team. You will also maintainexternal accreditations and an in-depth understanding of current and emergingexternal regulation and industry best practices through continuingprofessional development, attending conferences, and reading specialist media.You will timely keep management advised of client risk concerns, problemsand complaints.
Education & Experience Requirements
This level of knowledge is normally acquired through completion ofBachelor's Degree in business or related field of study and 6-8 years ofdirectly related experience in Personal Trust and/or 8-10 years ofexperience in Personal Trust or equivalent combination of education andexperience.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 skillsExcellent oral, written and communication skills, including interpersonalskills
Advertising Source
BOK Financial Corporation Groupis a stable and financially strong organizationthat provides excellent training and development to support building the longterm careers of employees. With passion, skill and partnership you can makean 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 opportunityemployers. We are committed to providing equal employment opportunities fortraining, compensation, transfer, promotion and other aspects ofemployment for all qualified applicants and employees without regard to sex,race, color, religion, national origin, age, disability, pregnancystatus, sexual orientation, genetic information or veteran status.Please contact with any questions.
BOK Financial is an equal opportunity employer. We are committed to providingequal employment opportunities for training, compensation, transfer,promotion and other aspects of
#J-18808-Ljbffr
Senior Trust Officer jobs in Tulsa, OK, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.