Securities Services Ops Specialist I

BOK Financial•Tulsa, OK

7d•Onsite

About The Position

The Securities Services Operations Specialist I is responsible for transactional processing supporting Wealth Management accounts on trust and/or bond accounting systems. Work may include securities setup and maintenance, transaction processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. The specialist works closely with Wealth Management account officers and Operations & Technology, Risk, Compliance, and Audit departments, as well as external depositories, vendors, and brokers, to ensure client accounts are accurately reflected for performance and reporting requirements. The role is part of a collaborative, conscientious, and goal-oriented team that values initiative and quality. Managers are accessible, and mentorship within the team supports employee growth. The organization provides training and development intended to support long-term careers.

Requirements

Bachelor’s degree in Accounting or Finance, or an equivalent combination of education and experience.
Advanced PC and operating software application skills.
Excellent research, analytical, and organizational skills, including the ability to plan and coordinate potentially large volumes of transactions.
Experience independently solving complex problems and identifying appropriate resources while meeting stringent deadlines.
Excellent communication and interpersonal skills, leadership ability, and professional etiquette, including clear oral and written communication and the 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, particularly reconciliation and detail-oriented tasks in a potentially high-volume environment.
Ability to improve efficiency, track complex activities, and improve methodology.

Nice To Haves

One to four years of directly related experience in a high-volume securities operations environment is preferred.
General understanding of trust and/or bond accounting is preferable.

Responsibilities

Ensure security transactions, daily processes, documentation, and agreements are completed timely and accurately within policy guidelines.
Use securities processing and Wealth Management knowledge to define, measure, analyze, improve, report, and control processes to meet customer and regulatory requirements.
Resolve complex issues promptly to minimize losses to the bank or clients and support auditors, compliance, account officers, investment managers, WMS management, and support personnel.
Test and document reports that support day-to-day operations and longer-term strategic decisions.
Proactively coordinate across groups to identify solutions or resources for projects and exception processing.
Collaborate with internal employees and management, and external clients, to resolve issues or provide education about processes and technology solutions.