Wealth Management Securities Operations Expert

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

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.