BOK Financial Corporation Group
A Trust Officer at BOK Financial administers personal trust, custody, estate, investment agency, and IRA accounts in accordance with governing instruments and fiduciary standards. The role involves building strong client relationships, communicating account activity and market insights, and coordinating with internal and external advisors to resolve complex matters. This position requires applying knowledge of tax, trust, probate, and investment principles while adhering to corporate risk and compliance standards.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
33% below the average for this role
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