Securities Services Ops Specialist II (Asset Control/Account Opening)

BOK Financial; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial in Tulsa is seeking a Securities Services Operations Specialist II to support wealth management accounts on our trust and bond accounting systems. You will handle account opening documentation, processing, trade settlements, valuations, and reconciliations, collaborating with account officers, Risk, Compliance, and external partners.

This role requires a bachelor's in accounting or finance and 5–7 years of related experience in a high-volume securities operations environment.

Qualifications

• Bachelor's degree in Accounting or Finance and 5–7 years of directly related experience in a high-volume securities operations environment.
• Advanced PC and operating software application skills.
• Strong reconciliation and detail-oriented capabilities in high-volume settings.
• Excellent research, analytical, and organizational skills; ability to meet tight deadlines.

Responsibilities

• Review and process account opening documentation for accuracy and compliance.
• Manage a high-volume workload while balancing priorities and deadlines.
• Assess requests and prioritize work based on business needs and onboarding requirements.
• Serve as a key contact between internal partners, advisors, and external stakeholders.
• Monitor shared inboxes and ensure timely responses on account-related requests.
• Use Adobe Acrobat and other tools to review and maintain account documentation.
• Analyze trust account information and apply instructions for accurate setup.
• Deliver exceptional service through proactive communication and attention to detail.
• Identify opportunities to improve efficiency and maintain compliance standards.

Skills

Analytical skills

Excellent communication

Leadership ability

Attention to detail

Problem solving

Education

Bachelor's degree in Accounting or Finance

Tools

Adobe Acrobat

Document management tools

Job description

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 II 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. This position provides training and guidance and serves as an escalation point for issues requiring urgent and immediate resolution as well as a subject matter expert for support personnel for high risk processes.

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

• Review, interpret, and process account opening documentation to ensure accuracy, completeness, and compliance with established procedures.
• Manage a high-volume workload while effectively balancing competing priorities and meeting daily processing deadlines.
• Assess incoming requests and prioritize work based on changing business needs and account opening requirements.
• Serve as a key point of contact between internal partners, advisors, and external stakeholders to support smooth account onboarding and issue resolution.
• Monitor and manage shared team inboxes, ensuring timely responses and follow-up on account-related requests.
• Utilize Adobe Acrobat and other document management tools to review, edit, and maintain account documentation.
• Analyze trust account information and apply detailed instructions to support accurate account setup and maintenance.
• Deliver exceptional service to internal business partners and external clients through proactive communication and attention to detail.
• Identify opportunities to improve efficiency, maintain compliance standards, and support operational excellence.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Accounting or Finance and 5–7 years of directly related experience in a high volume securities operations environment is preferred or an equivalent combination of education and experience.

• Advanced working knowledge of a broad variety of securities and Wealth Management accounting systems.
• Advanced PC and operating software application skills.
• Thorough knowledge of accounting principles and practices with emphasis in reconciliation and detail-oriented tasks in a potentially high-volume environment. A general understanding of trust and/or bond accounting knowledge is preferable.
• Excellent research, analytical, and organizational skills; ability to plan and coordinate 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.
• Very strong ability to improve efficiency, track complex activities, and improve methodology.
• Ability to provide training in a constructive and effective manner to various levels of personnel.

Working Conditions & Physical Requirements

Office.

Equal Opportunity Statement

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.