Securities Services Ops Associate

BOK Financial; Tulsa (OK); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Excellent training and development

Stable organization

Equal opportunity employer

Job summary

A financial services organization is seeking a Securities Services Operations Specialist I to manage transactional processing for Wealth Management accounts. The ideal candidate will have a Bachelor's degree in Accounting or Finance and relevant experience in high-volume securities operations. Responsibilities include processing security transactions, resolving complex issues, and ensuring compliance with regulations. This role offers a collaborative team culture and opportunities for mentorship and growth.

Qualifications

• 1-4 years of experience in securities operations preferred.
• Experience in high-volume environments.
• Understanding of accounting principles with a focus on reconciliation.

Responsibilities

• Ensure timely completion of security transactions and processes.
• Define and improve processes to meet customer and regulatory requirements.
• Resolve complex issues to minimize losses for the bank.

Skills

Advanced PC skills

Analytical skills

Communication skills

Leadership ability

Securities knowledge

Problem-solving

Education

Bachelor's Degree in Accounting or Finance

Job description

A financial services organization is seeking a Securities Services Operations Specialist I to manage transactional processing for Wealth Management accounts. The ideal candidate will have a Bachelor's degree in Accounting or Finance and relevant experience in high-volume securities operations. Responsibilities include processing security transactions, resolving complex issues, and ensuring compliance with regulations. This role offers a collaborative team culture and opportunities for mentorship and growth.