Wealth Operations Analyst: Secure Transactions & Reconciliations

JoCo; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

JoCo in Tulsa seeks an Investment Operations Analyst to support Wealth Management accounts and maintain transactional processing, currency exchanges, and reconciliations. Responsibilities include improving processes to mitigate risks, completing securities transactions promptly, maintaining daily reports, and assisting auditors, investment managers, and compliance teams.

Strong analytical and communication skills are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 1+ years securities operations experience preferred.
• Knowledge of securities and Wealth Management accounting systems.
• Understanding of reconciliation and trust/bond accounting.
• Strong analytical and organizational skills.
• Excellent verbal and written communication skills.
• PC and software application skills.

Responsibilities

• Carry out and initiate strategies for process improvement to mitigate risks internally and for clients.
• Promptly and accurately complete security transactions.
• Maintain reports for daily operations and long-term decision-making.
• Reconcile daily activities between depositories and the trust/bond accounting system.
• Contribute to and maintain the development of requirements.
• Assist auditors, account officers, WMS management, investment managers, compliance, and support personnel with resolutions.
• Initiate and improve procedures for seamless transactional processing and reporting for teams.
• Take part in account conversions, user meetings, and other conference call meetings.
• Propose alternative methods for securities processing.
• Complete additional responsibilities as required.

Skills

Analytical skills

Organizational skills

Verbal and written communication

PC & software skills

Education

Bachelor's Degree in Accounting, Finance, or related field

Tools

Securities accounting systems

Trust/banking systems knowledge

Job description

JoCo in Tulsa seeks an Investment Operations Analyst to support Wealth Management accounts and maintain transactional processing, currency exchanges, and reconciliations. Responsibilities include improving processes to mitigate risks, completing securities transactions promptly, maintaining daily reports, and assisting auditors, investment managers, and compliance teams.

Strong analytical and communication skills are essential.