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IW Senior Trust Associate

BOK Financial

Tulsa, OK

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JOB DETAILS
SALARY
$65,000–$70,000 Per Year
LOCATION
Tulsa, OK
POSTED
30+ days ago
Req ID:76271 Location:Denver -DEN Areas of Interest:Administrative Pay Transparency Salary Range:$65,000 - $70,000 Application Deadline:05/09/2025 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 - Senior Trust Associate is primarily responsible for managing and overseeing the services delivered to IW Clients. Also serves as a backup in the Relationship Manager's absence, which requires interaction with large, complex, and/or high profile clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Wealth Management Services personnel. The Senior Trust Associate analyzes, develops and implements solutions for extremely complex accounts and Departmental problems and issues. Works under li 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 Groupis 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 todayand 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 contactrecruiting_coordinators@bokf.comwith any questions. BOK Financial is an equal opportunity employer. We are committed to provi ing 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, sexual orientation, genetic information or veteran status.

About the Company

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BOK Financial

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Banking
WEBSITE
http://www.bokf.com