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BOK Financial · 1 month ago

Securities Services Ops Specialist I

Tulsa, OK, US, 74101

Full-time

Onsite

Entry Level

1+ years exp

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development. The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts, including securities maintenance, transactional processing, trade execution, and reconciliations.

BankingCredit CardsFinancial Services

Responsibilities

You will ensure all security transactions, daily processes, documentation, and/or agreements are completed timely, accurately and within the policy guidelines

You will use your knowledge of securities processing and Wealth Management to continually define, visualize, measure, analyze, improve, report, and control processes with the goal to meet internal and external customer and regulatory requirements

You will resolve complex issues timely to minimize losses to the bank and/or client and provide support to auditors, compliance, account officers, investment managers, WMS management, and support personnel

You will test and document reports necessary to support day-to-day operations and longer-term strategic decisions

You will work proactively among the groups to identify solutions or resources to complete any project and/or exception processing

You will collaborate with internal employees and management and external clients to resolve issues and/or provide education with respect to processes or key technology solutions

Qualification

Securities processingWealth Management accountingAccounting principlesAnalytical skillsCommunication skillsOrganizational skillsLeadership abilityProblem-solvingInterpersonal skillsDetail-oriented