This listing was posted on BOK Financial.
IW Senior Trust Associate
Location:
Oklahoma City, OK
Description:
Req ID: 74932 Location: Oklahoma City -OKC Areas of Interest: Corporate Trust Pay Transparency Salary Range: Not available Application Deadline: 05/13/2024 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 - 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 limited supervision. 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 XXXX@bokf.com with any questions.
Company:
Bok Financial
Posted:
April 12 on BOK Financial
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to BOK Financial
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: IW Senior Trust Associate
IW Senior Trust Associate is a Jobs Iw Senior Trust Associate Job at Bok Financial located in Oklahoma City OK. Find other listings like IW Senior Trust Associate by searching Oodle for Jobs Iw Senior Trust Associate Jobs.
IW Senior Trust Associate is a Jobs Iw Senior Trust Associate Job at Bok Financial located in Oklahoma City OK. Find other listings like IW Senior Trust Associate by searching Oodle for Jobs Iw Senior Trust Associate Jobs.