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BOK Financial
The Trust Officer administers personal trust, custody, estate, investment agency, and IRA accounts in compliance with governing instruments, state and federal laws, and fiduciary standards. This role involves collaborating with clients to understand their financial goals and providing comprehensive financial services, including planning, brokerage, and investment management. The position requires maintaining knowledge of trust and investment practices while ensuring compliance with all relevant regulations.
Headquarters
Tulsa, Oklahoma, United States
Company Size
1001-5000 employees
Founded
1910
Learn about our competitive banking services, credit solutions, financial planning and investment services for individuals, small businesses and institutions.
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.
BOK Financial didn’t post a salary, so this is our estimate from similar listings.
47% above the average for this role
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