Wealth Management Securities Operations Specialist II
BOK Financial Corporation
BOK Financial Corporation in Tulsa seeks a Securities Services Ops Specialist II to manage transactional processing for Wealth Management accounts. The role engages with various departments to ensure accuracy in reporting and compliance. The ideal candidate should possess a Bachelor’s Degree in Accounting or Finance and have 5-7 years experience in securities operations. Responsibilities include reconciling accounts, resolving issues, and improving operational efficiency. #J-18808-Ljbffr BOK Financial Corporation
- BOK Financial is seeking a Securities Services Operations Specialist II to manage transactional processing and accounting for Wealth Management accounts on trust and bond systems. You will work with officers, Risk, Compliance, and external partners to ensure accurate client...Suggested
- ...Interest: Administrative; Bank Operations; Professional; Wealth Management Operations Pay Transparency Salary... ...includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private... ...Securities Services Operations Specialist II is primarily responsible for all...SuggestedWork at officeImmediate start
- BOK Financial in Tulsa is seeking a Securities Services Operations Specialist II to support wealth management accounts on our trust and bond accounting systems. You will handle account opening documentation, processing, trade settlements, valuations, and reconciliations...Suggested
- JoCo in Tulsa seeks an Investment Operations Analyst to support Wealth Management accounts and maintain transactional processing, currency exchanges, and... ...improving processes to mitigate risks, completing securities transactions promptly, maintaining daily reports, and...Suggested
- ...responsibility and we work together to foster a culture where everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the store by maintaining product availability for customers, completing...SuggestedLocal areaRelocationNight shift
- ...Deposit Operations Specialist Join Blue Sky Bank as a Deposit Operations Specialist in Tulsa,... ...as assigned by the Deposit Operations Manager Monitor and address non-post items,... ...following all Bank policies, procedures, security protocols, and regulatory requirements...Temporary workWork at officeFlexible hours
$30k
...Operations Specialist A certified Great Place To Work (voted by associates) 8 years in a row! Benefits-- Operations Specialist... ...with Microsoft Office and Outlook Required: Ability to manage multiple priorities and responsibilities To learn more...Interim roleWork at officeWeekend workAfternoon shift- General Responsibilities Manage and direct activities of an engineering consulting office... ...office annual and financial budgets and operating the office within approved budgets. Monitor... ...their staffing needs and actions to secure qualified personnel. Responsible for monitoring...Work at office
- Job Description Manage and direct activities of an engineering consulting office. This includes... ...office annual and financial budgets and operating the office within approved budgets.... ...determining their staffing needs and actions to secure qualified personnel. Responsible for...Work at office
- ...About the Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office network.... ...and document incidents and resolutions within the case management system Deliver supplies and materials to and from office...Part timeWork experience placementSeasonal workWork at officeRelocationFlexible hours
- A financial services company is looking for a Retirement Plan Specialist to manage 401(k) plans from a remote setting. The role involves reviewing documents and educating clients on their plans, requiring excellent communication and attention to detail. Candidates should...Remote workFlexible hours
- KIPP Tulsa is seeking a flexible School Operations Support Specialist to help transport students, support classrooms, and assist with school operations... ...endorsements, a clean driving record, and the ability to manage safety and student supervision. The position offers full-...Full timeFlexible hours
- ...dependable Rail Switching Technician. This full-time outdoor position involves safely moving railcars and supporting critical logistics operations. Candidates should be safety-minded, fluent in English, and able to work rotating shifts. The company offers paid training,...Full timeRotating shift
- KIPP Tulsa Public Charter Schools is seeking a School Operations Support Specialist to help operate safely across transportation, classrooms, and events. This role supports student transportation, substitutes, and school operations to keep schools running smoothly. The...Flexible hours
- Allient Inc. in Tulsa, OK is seeking a Return Merchandise Authorization Coordinator to manage the RMA process, ensuring accurate handling of returned equipment and clear communication with customers and internal teams. You will coordinate inspection, disposition, and restocking...
- KIPP Tulsa is seeking a School Operations Support Specialist to join our team in Tulsa, OK. This role offers versatile responsibilities across transportation, classroom coverage, events, and daily operations to help our schools run safely, efficiently, and joyfully. You...Flexible hours
- ...seeking a detail-oriented Fleet Administrator in Tulsa, Oklahoma. The role involves assisting with fleet operations, ensuring compliance with DOT regulations, and managing various administrative tasks. Ideal candidates will possess strong organizational skills and...
- ...Corporation in Tulsa, OK is seeking a Plan Services Specialist I to ensure timely, accurate processing of retirement plans within the group. You will operate under defined policies with decision-making authority to manage varying plan complexities and client relationships...
- BOK Financial is seeking a Plan Services Specialist I in Tulsa to ensure timely and accurate processing of retirement plans. The role operates within defined policies and procedures, with decision-making authority and responsibility in day-to-day tasks. You will work in...
- QuikTrip is seeking a Sr. Claims Support Specialist to assist claims adjusters with administrative tasks for occupational injury claims. The role administers the occupational clinic offerings, handles fully insured claims, and provides support to adjusters. Responsibilities...
- ...is seeking a motivated Human Resources Generalist to join our team. In this role, you will ensure the human resources department operates smoothly and efficiently, providing maximum value to the company and all employees. Your responsibilities will include organizing...
$23.55 per hour
...seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test...Hourly payWork experience placementRemote workWork from homeHome officeFlexible hours- ...PHOENIX Retail, LLC, operating Express stores, seeks a Retail Operations Expert to enhance the in-store experience. You will lead merchandise flow, ensure product availability and sizing, and support checkout and customer service excellence. Responsibilities include coaching...
$16.75 - $18 per hour
...Job Description Job Description Job Title: Wire Operations & Member Services Specialist Industry: Banking / Financial Services Location (... ...institution dedicated to providing exceptional service and secure financial solutions. They foster a collaborative work...Contract workWork at officeLocal areaMonday to Friday- ..., known, and prepared to pursue their goals. As a School Operations Support Specialist, you will be one of our most versatile team members—stepping... ...in student transportation, school operations, classroom management, safety, logistics, and leadership while working...Full timeTemporary workSummer workLocal areaImmediate startFlexible hoursDay shift
- Oklahoma Central Credit Union in Tulsa, OK is seeking a Payment Services Specialist to support transactions processed via ACH, wires, mobile deposits and related electronic services. You will cross-train and back up other areas in the department while delivering accurate...
- H&R Block is seeking a seasonal Operations Technical Specialist in Tulsa, Oklahoma, to ensure tax offices are ready and aligned with brand standards. Key responsibilities include equipment setup, office maintenance, and technical support across locations. Applicants should...Seasonal workWork at office
- A financial institution is seeking a NQM Funding Administrator in Tulsa, OK to assist with loan acquisitions and operational processes. The role involves maintaining documentation accuracy, serving as a point of contact for sellers, and optimizing workflows related to loan...
$50k - $65k
...value the relationships they build. Right now we need a Sales Operations Specialist on our IT Services sales team. This role keeps our... ...Range: $50,000 to $65,000 What You’ll Do Build, review and manage sales quotes with a high degree of accuracy, working with our...Contract workFor contractorsFor subcontractorWork at office- Inceed partners with a great company to help find a skilled Loan Assistant to join their team in Tulsa, OK. This onsite role supports a high-volume lending environment and focuses on consumer, commercial, USDA, and SBA loans. The ideal candidate has 3+ years of loan assistant...Work at office
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