Wealth Management Securities Operations Specialist II

BOK Financial Corporation; Tulsa (OK); On-site; USD 60,000 - 80,000; Full time

Job summary

BOK Financial Corporation in Tulsa seeks a Securities Services Ops Specialist II to manage transactional processing for Wealth Management accounts. The role engages with various departments to ensure accuracy in reporting and compliance.

The ideal candidate should possess a Bachelor’s Degree in Accounting or Finance and have 5-7 years experience in securities operations. Responsibilities include reconciling accounts, resolving issues, and improving operational efficiency.

Qualifications

• 5-7 years of experience in a high-volume securities operations environment is preferred.
• Thorough knowledge of accounting principles with emphasis on reconciliation.

Responsibilities

• Process transactional data for Wealth Management accounts.
• Ensure timely completion of security transactions and documentation.
• Conduct detailed reconciliation of financial balances.
• Resolve complex operational issues to minimize losses.
• Design and document reports to support operations.

Skills

Securities processing knowledge

Accounting principles

Analytical skills

Communication skills

Education

Bachelor’s Degree in Accounting or Finance

Tools

Wealth Management accounting systems

PC and operating software applications

Job description

BOK Financial Corporation in Tulsa seeks a Securities Services Ops Specialist II to manage transactional processing for Wealth Management accounts. The role engages with various departments to ensure accuracy in reporting and compliance.

The ideal candidate should possess a Bachelor’s Degree in Accounting or Finance and have 5-7 years experience in securities operations. Responsibilities include reconciling accounts, resolving issues, and improving operational efficiency.