BOK Financial
IW Corp Trust Relationship Mgr I
BOK Financial, Houston, Texas, United States, 77246
Req ID:
75809
Location:
Houston -HOUS
Areas of Interest:
Corporate Trust
Pay Transparency Salary Range:
Not Available
Application Deadline:
12/15/2024
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
If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.We have an exciting opportunity awaiting someone like you! The
Corporate Trust Associate
is primarily responsible for managing and overseeing the services delivered to Corporate Trust Clients.
Job Description
The
Corporate Trust Associate
is primarily responsible for managing and overseeing the services delivered to Corporate Trust Clients.Also serves as a backup in the Corporate Trust Administrator's absence. This includes interaction with clients, private label vendor, attorneys, underwriters, financial advisors, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel.The Trust Associate analyzes, develops and implements solutions for complex account and departmental problems and issues.Works under limited supervision.
Team Culture
We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.
How You'll Spend Your Time
You will analyze, evaluate, recommend and implement solutions for various complex client related issues and problems that arise, this includes problem resolution with client accounts and/or exceptions, serves as liaison between Trust Operations and client, performs research, develop solutions and communicate the resolution of the problem to client.You will interact with clients, private label vendor, auditors, attorneys, underwriters, financial advisors, and accountants via telephone, e-mail, written communications or meetings regarding problem resolution and/or account maintenance.You will handle all General Obligation bond issues, which includes gathering information related to payments due from Issuer, amortization schedules, invoices, and fees, research and resolve complex problems or disputes for corporate trust bondholders, borrowers, bond counsel and financial advisors for bond issues and Attorneys, accountants or Institutional customers for Escrow Accounts.You will implement set-up of new escrow accounts, communicate with escrow parties regarding receipts, disbursements, transfers and timing/notice deadlines, make permitted investments and disbursements upon customer direction, close accounts and serve as a backup in the Corporate Trust Administrator's absence.Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors degree and 2-3 years related experience or 8-9 years related work experience in Corporate Trust Services, trust, legal or investment environment.
Thorough knowledge of accounting practices and principles in order to effectively evaluate problems with trust statement activity and complex spreadsheets associated with private label vendor informationGood understanding of the Municipal Bond business and Escrow Accounts; General Obligation Bond requirements and IRS Regulations and applicable SEC rules and regulations covering Continuing Disclosure and Dissemination.Thorough knowledge of compliance reporting and styles, as well as the basics of escrow account administration and distribution.Very thorough knowledge of PC, including knowledge of word processing and spreadsheet applications, trust recordkeeping system, web based system utilized by clients.Ability to design complex spreadsheets for application within the department and for use with clients.Very good oral, written and communication skills, including interpersonal skillsGood presentation skills including presenting in front of a group.Ability to analyze complex information and data in order to develop and recommend solutions in challenging projects.Ability to work independently with little supervision.
Advertising Source
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 contactrecruiting_coordinators@bokf.comwith any questions.
75809
Location:
Houston -HOUS
Areas of Interest:
Corporate Trust
Pay Transparency Salary Range:
Not Available
Application Deadline:
12/15/2024
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
If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.We have an exciting opportunity awaiting someone like you! The
Corporate Trust Associate
is primarily responsible for managing and overseeing the services delivered to Corporate Trust Clients.
Job Description
The
Corporate Trust Associate
is primarily responsible for managing and overseeing the services delivered to Corporate Trust Clients.Also serves as a backup in the Corporate Trust Administrator's absence. This includes interaction with clients, private label vendor, attorneys, underwriters, financial advisors, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel.The Trust Associate analyzes, develops and implements solutions for complex account and departmental problems and issues.Works under limited supervision.
Team Culture
We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.
How You'll Spend Your Time
You will analyze, evaluate, recommend and implement solutions for various complex client related issues and problems that arise, this includes problem resolution with client accounts and/or exceptions, serves as liaison between Trust Operations and client, performs research, develop solutions and communicate the resolution of the problem to client.You will interact with clients, private label vendor, auditors, attorneys, underwriters, financial advisors, and accountants via telephone, e-mail, written communications or meetings regarding problem resolution and/or account maintenance.You will handle all General Obligation bond issues, which includes gathering information related to payments due from Issuer, amortization schedules, invoices, and fees, research and resolve complex problems or disputes for corporate trust bondholders, borrowers, bond counsel and financial advisors for bond issues and Attorneys, accountants or Institutional customers for Escrow Accounts.You will implement set-up of new escrow accounts, communicate with escrow parties regarding receipts, disbursements, transfers and timing/notice deadlines, make permitted investments and disbursements upon customer direction, close accounts and serve as a backup in the Corporate Trust Administrator's absence.Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors degree and 2-3 years related experience or 8-9 years related work experience in Corporate Trust Services, trust, legal or investment environment.
Thorough knowledge of accounting practices and principles in order to effectively evaluate problems with trust statement activity and complex spreadsheets associated with private label vendor informationGood understanding of the Municipal Bond business and Escrow Accounts; General Obligation Bond requirements and IRS Regulations and applicable SEC rules and regulations covering Continuing Disclosure and Dissemination.Thorough knowledge of compliance reporting and styles, as well as the basics of escrow account administration and distribution.Very thorough knowledge of PC, including knowledge of word processing and spreadsheet applications, trust recordkeeping system, web based system utilized by clients.Ability to design complex spreadsheets for application within the department and for use with clients.Very good oral, written and communication skills, including interpersonal skillsGood presentation skills including presenting in front of a group.Ability to analyze complex information and data in order to develop and recommend solutions in challenging projects.Ability to work independently with little supervision.
Advertising Source
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 contactrecruiting_coordinators@bokf.comwith any questions.