Securities Services Ops Specialist I
BOK Financial
- Tulsa, OK
- Permanent
- Full-time
- 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.
- Advanced PC and operating software application skills.
- Excellent research, analytical, and organizational skills; ability to plan and coordinate the movement of potentially large volumes of transactions. Must demonstrate previous experience independently solving complex problems, and identifying appropriate resources while meeting extremely stringent deadlines.
- Excellent communication and interpersonal skills, leadership ability, social and professional etiquette, including oral and written communication skills. Ability to communicate information clearly and concisely. Ability to gain consensus among parties with conflicting interests.
- Working knowledge of a broad variety of securities and Wealth Management accounting systems.
- Working knowledge of accounting principles and practices with an emphasis on reconciliation and detail-oriented tasks in a potential high-volume environment. A general understanding of trust and/or bond accounting knowledge is preferable.
- Ability to improve efficiency, track complex activities and improve methodology.
Apply today and take the first step towards your next career opportunity!The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.Please contact with any questions.Tulsa, OK, US, 74101Top 3 reasons to applyInvesting in our talent and building a great workplace is a top priority for us.
- Empowered employees
- Award-winning culture
- Community commitment
- Operations focused in an eight-state footprint
- 4,800 team members
- $49 billion in assets
- $100 billion in assets under management and administration
- $6.1 million donated to local nonprofits in 2022
- 33,000+ volunteer hours by our employees in 2022
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Testing, Finance, Technology, OperationsApply nowStartPlease wait...Find similar jobs:CareersConnectBOK Financial®Life at BOK Financial Corporation GroupAttention all third-party agencies, headhunters and recruiters: BOK Financial Corporation and its subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial Corporation and its subsidiaries will be considered the property of BOK Financial Corporation Group. BOK Financial Corporation and its subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial Corporation and its subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial Corporation Group only form contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial Corporation and its subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOKF, NA Human Resources Department* by a third party will cancel any future business relationships between the third party and every BOK Financial Corporation subsidiary. *BOKF, NA provides human resources and recruiting services to all affiliates of BOK Financial Corporation. The subsidiaries of BOK Financial Corporation are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status. © 2023 BOKF, NA. Member FDIC.