Securities Services Ops Specialist II

Req ID: 72811

Job Location: Tulsa Tulsa OK

Areas of Interest: Bank Operations; Trust; Wealth Management Operations

Pay Transparency Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies

Bonus Type

Discretionary

Summary

If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

Primarily responsible for all transactional processing supporting Wealth Management accounts on the trust accounting system including setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. Works closely with internal account officers, external depositories, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements. This position provides training and guidance and serves as an escalation point for issues requiring urgent and immediate resolution and is a subject matter expert for support personnel for high risk processes.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

• You will apply 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 ensure all security transactions, daily processes, documentation, and/or agreements are completed timely, accurately and within the policy guidelines.
• You will verify completeness and accuracy of balance load information received as well as perform detailed reconciliation of participant balances by the source of funds and investment balances to assets or cash received from prior record keeper/trustee.
• 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 design, test, and document reports necessary to support day-to-day operations and longer-term strategic decisions.
• You will serve as the backup for other needs within Wealth Management Services functional units to identify solutions and assist with special projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Accounting or Finance and 5-7 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.

BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Please contact [email protected] with any questions.