Wealth Management Operations Specialist

JoCo; Tulsa (OK); On-site; USD 52,000 - 78,000; Full time

Job summary

JoCo seeks a Wealth Management Operations Specialist to support the wealth management accounts and retirement plan operations by reviewing participant documentation, managing client data files, and resolving processing issues.

The role collaborates with clients, participants, vendors, and internal teams to ensure accurate transactions, efficient workflows, and adherence to service standards.

Experience in Excel and data mapping is helpful; a Bachelor's degree is preferred.

Qualifications

• Bachelor's degree in Business, CS, or related discipline is preferred.
• 1–2 years of experience in an operational role.
• Strong analytical and problem-solving abilities with attention to detail.
• Effective written and verbal communication with clients, participants, vendors, and internal stakeholders.

Responsibilities

• Review participant forms and transaction requests for completeness and accuracy, addressing discrepancies before processing.
• Build and maintain data-import templates that convert client information into properly formatted recordkeeping transactions.
• Troubleshoot file-mapping, scripting, secure-transfer, and processing issues while coordinating solutions with clients and internal teams.
• Partner with relationship managers and clients to improve file formats, submission procedures, controls, and overall processing efficiency.
• Analyze recurring operational issues and recommend changes that reduce errors and streamline workflows.
• Support new-client transitions, specialized data conversions, reconciliation activities, and other retirement plan operational functions.

Skills

Analytical thinking

Problem solving

Attention to detail

Written and verbal communication

Organizational skills

Teamwork

Education

Bachelor's degree in Business/CS or related

Tools

Microsoft Excel

Macros

VBA

Data-mapping tools

Job description

The role of the Wealth Management Operations Specialist is to support the Wealth Management accounts and retirement plan operations by reviewing participant documentation, managing client data files, and resolving processing issues. This role works closely with clients, participants, vendors, and internal relationship teams to ensure accurate transactions, efficient workflows, and adherence to service standards.

What are the responsibilities?

As a Wealth Management Operations Specialist, you will:

• Review participant forms and transaction requests for completeness and accuracy, addressing discrepancies before processing.
• Build and maintain data-import templates that convert client information into properly formatted recordkeeping transactions.
• Troubleshoot file-mapping, scripting, secure-transfer, and processing issues while coordinating solutions with clients and internal teams.
• Partner with relationship managers and clients to improve file formats, submission procedures, controls, and overall processing efficiency.
• Analyze recurring operational issues and recommend changes that reduce errors and streamline workflows.
• Support new-client transitions, specialized data conversions, reconciliation activities, and other retirement plan operational functions.

What are the requirements?

• Bachelor’s degree in Business, Computer Science, or a related discipline is preferred, with relevant professional experience considered.
• 1-2 years of experience in an operational role.
• Strong analytical and problem-solving abilities with excellent attention to detail.Effective written and verbal communication skills for working with clients, participants, vendors, and internal stakeholders.
• Strong organizational skills with the ability to prioritize high-volume work under demanding deadlines.
• Advanced proficiency with Microsoft Excel; experience with macros, VBA, data-mapping applications, or similar technical tools is beneficial.
• Strong reconciliation, teamwork, and collaboration capabilities.
• Knowledge of trust record-keeping platforms, accounting concepts, or employee benefit regulations is preferred.

You would be really happy here if:

• Roadblocks don’t intimidate you. You understand how to successfully evaluate problems and develop appropriate solutions.
• You are left-brained and understand that the devil’s in the details proactively seeking them out and understanding how they contribute to the whole of a project.

JoCo is an Equal Opportunity Employer. We are committed to providing a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs.