Securities Services Ops Specialist I

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

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Securities Services Ops Specialist I

Location: Tulsa -TUL

Areas of Interest: Wealth Management Operations; Accounting; Finance; Trust; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/25/2026

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

Discretionary

Summary

If you are looking for a role 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!

Job Description

The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance, and Audit departments, external depository’s, vendors, and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

• You will ensure all security transactions, daily processes, documentation, and/or agreements are completed timely, accurately and within the policy guidelines.
• You will use your knowledge of securities processing and Wealth Management to continually define, visualize, measure, analyze, improve, report, and control processes with the goal to meet internal and external customer and regulatory requirements.
• You will resolve complex issues timely to minimize losses to the bank and/or client and provide support to auditors, compliance, account officers, investment managers, WMS management, and support personnel.
• You will test and document reports necessary to support day-to-day operations and longer-term strategic decisions.
• You will work proactively among the groups to identify solutions or resources to complete any project and/or exception processing.
• You will collaborate with internal employees and management and external clients to resolve issues and/or provide education with respect to processes or key technology solutions.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting or Finance and 1-4 years of directly related experience in a high volume securities operations environment is preferred or an equivalent combination of education and experience.

• Advanced PC and operating software application skills.
• Excellent research, analytical, and organizational skills; ability to plan and coordinate the movement of potentially large volumes of transactions. Must demonstrate previous experience independently solving complex problems, and identifying appropriate resources while meeting extremely stringent deadlines.
• Excellent communication and interpersonal skills, leadership ability, social and professional etiquette, including oral and written communication skills. Ability to communicate information clearly and concisely. Ability to gain consensus among parties with conflicting interests.
• Working knowledge of a broad variety of securities and Wealth Management accounting systems.
• Working knowledge of accounting principles and practices with an emphasis on reconciliation and detail-oriented tasks in a potential high-volume environment. A general understanding of trust and/or bond accounting knowledge is preferable.
• Ability to improve efficiency, track complex activities and improve methodology.

Working Conditions & Physical Requirements

Office

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!
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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Testing, Bank, Banking, Technology, Finance, Operations