BOK Financial · 17 hours ago
Family Office Consultant I
Tulsa, OK
Full-time
Onsite
Mid, Senior Level
3+ years expBOK Financial is a trusted and experienced Financial Institution that serves clients and communities. The Family Office Consultant I is responsible for administering family office services for complex relationships, coordinating with various advisors to meet clients' administrative and service requirements.
BankingCredit CardsFinancial Services
Responsibilities
You will collaborate with the Director of Family Office Services helping to support building a team that will work closely with BOK’s Wealth team members and leadership teams, throughout the markets we serve
You will be responsible for coordinating administrative needs of the largest account relationships within Private Wealth with complex needs such as trusts, partnership structures, corporate and charitable entities
You will be ready, equipped and prepared to step in when the Family Office Director is traveling or not available
You will help to identify clients and partner with advisors to uncover needs within their client base that would benefit from Family Office Services
You will be assessing client needs and bringing in appropriate resources
You will coordinate or set up clients for robust bill pay, bookkeeping solutions and comprehensive reporting needs
You’ll need a strong understanding of fee structures and invoicing, Wealth Digital platforms, Private Banking and Treasury Services and Wealth Management solutions
Qualification
Required
Bachelor's Degree and professional certification; or post-graduate degree and 3-5 years of experience in Trust Administration related experience or equivalent work experience of 9-11 years
Strong knowledge of the interpretation and practical application of document provisions, probate law, taxes, investments, and the legal framework of estate and trust administration
Solid knowledge of financial, estate and tax planning
Must demonstrate strong analytical ability and be able to resolve questions arising from account administration
Must have excellent communication and interpersonal skills, leadership ability, social and professional etiquette
Proficient PC skills including word processing and spreadsheet applications
Proven ability to act independently in document interpretation, decision making regarding administration of account relationships, and interaction with professionals such as attorneys and CPA's
Benefits
BOKF Performance Plan (D02)
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
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