Securities Ops Specialist I — Wealth Mgmt Impact (Tulsa)

BOK Financial Corporation; Tulsa (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

BOK Financial Corporation in Tulsa is seeking a Securities Services Operations Specialist I to support Wealth Management accounts on trust and bond accounting systems. Responsibilities include setting up and maintaining securities, processing trades, settlements, currency exchange, valuations, and reconciliations with coordination across Risk, Compliance, Audit, and external partners.

The role emphasizes accuracy, process improvement, and collaboration with account officers and operations teams.

Qualifications

• Bachelor's degree in Accounting or Finance is normally required.
• 1-4 years of directly related experience in a high-volume securities operations environment preferred.
• Advanced PC and operating software application skills.
• Strong research, analytical, and organizational abilities; ability to meet strict deadlines.

Responsibilities

• Ensure all security transactions, daily processes, documentation, and/or agreements are completed timely and accurately.
• Utilize securities processing knowledge to define, visualize, measure, analyze, improve, report, and control processes to meet requirements.
• Resolve complex issues promptly and support auditors, compliance, and account officers.
• Test and document reports to support day-to-day operations and longer-term decisions.
• Collaborate across groups to identify solutions or resources for projects and exception processing.
• Educate internal and external stakeholders on processes or key technology solutions.

Skills

Analytical skills

Communication skills

Accounting systems knowledge

Process improvement

Education

Bachelor's degree in Accounting or Finance

1-4 years securities operations experience

Tools

Wealth Management/accounting systems

General PC software

Job description

BOK Financial Corporation in Tulsa is seeking a Securities Services Operations Specialist I to support Wealth Management accounts on trust and bond accounting systems. Responsibilities include setting up and maintaining securities, processing trades, settlements, currency exchange, valuations, and reconciliations with coordination across Risk, Compliance, Audit, and external partners.

The role emphasizes accuracy, process improvement, and collaboration with account officers and operations teams.