Wealth Investment Operations Analyst
JoCo
JoCo is seeking an Investment Operations Analyst in Tulsa, Oklahoma. This role is essential to support Wealth Management accounts by handling transactional processing, currency exchanges, and reconciliations. You will implement process improvements and ensure accurate completion of security transactions. The ideal candidate will have a Bachelor's Degree in Accounting or Finance, along with experience in securities operations and robust analytical skills. Join JoCo to work in a diverse and inclusive environment. #J-18808-Ljbffr JoCo
- The role of the Investment Operations Analyst is to support the Wealth Management accounts and maintain transactional processing, currency exchanges, and reconciliations. What are the responsibilities? As a Investment Operations Analyst, you will: Carry out and initiate...Suggested
$50 - $60 per hour
...’s or PhD (completed or in progress) is stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able...SuggestedHourly payFull timeContract workPart timeWork experience placementRemote work- ...Associate Private Wealth Strategist Req ID: 78021 Location: Oklahoma City -OKC, Dallas -DAL, Tulsa -TUL Areas of Interest: Investment Management; Private Banking; Wealth Management Pay... ...Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...SuggestedLocal area
$77k - $214k
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$90k - $250k
FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR Remote / Hybrid, United States | Full-Time... ...wealth management, retirement planning, investment advisory, portfolio management, and... ...insurance. Marketing, compliance, and operational support. Flexible scheduling and business...Full timeRemote workFlexible hours- Company Description USA Today Top Workplace! Cooper Auto Group is the largest automotive group in Oklahoma with nine dealerships in the OKC metro area and four dealerships in Tulsa, OK. We are a $1.5B family owned (since 1946) business, and as a family, we are committed...Full timeLocal area
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$35k - $100k
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