Posted in Other 30+ days ago.
Req ID:63864
Job Location:TulsaTulsaOK
Areas of Interest:Wealth Management Operations; Accounting; Wealth Management
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. .
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!
You will serve as the subject matter expert for all transactional processing supporting Wealth Management accounts on the trust accounting system. You will be responsible for setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. You will work closely with account officers within Wealth Management and other departments across the organization. You will develop, implement, and utilize process improvement while maintaining strong controls to mitigate risk to the bank and clients.
You will balance and reconcile daily activity between depositories and the trust accounting system resolving discrepancies to prevent financial losses and negative impact. You will ensure the accurate and timely movement of funds between domestic and international depositories and institutions in addition to timely and accurate trade execution and settlement. You will coordinate and oversee functions related to conversion including data import, voice scripting, programming, and testing of any custom reporting or processing. You will also provide training and guidance and serve as an escalation point for issues.
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.
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DETAIL ORIENTED: You follow our established standards and have good judgment so you can escalate situations when appropriate. A passion for doing the job right the first time brings us joy. Accuracy, follow-up, and follow-through are vital for this role. TECH SAVVY: You will leverage your computer skills by accessing multiple systems and learning our processes and procedures. SOLID COMMUNICATOR: You use exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients. PROBLEM SOLVER: You track and solve complex problems in a variety of situations and function effectively in rapidly changing or uncertain conditions. COLLABORATION: You enjoy working in teams and across departments with proficiency in follow-up and follow-through. RESULTS ORIENTED: You show initiative as you focus on the desired deliverables while meeting and exceeding your goals. |
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.
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!
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 recruiting_coordinators@bokf.com with any questions.
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