Wealth Management Operations Specialist
4 days ago
📢 Join Our Team as a Securities Services Operations Specialist I 🏦
Are you detail-obsessed, tech-savvy, and ready to make an impact in the world of Wealth Management? We're looking for a superstar Securities Services Operations Specialist I to bring their organizational skills, love of problem-solving, and passion for process improvement to our team
✨ What You’ll Do:
💻 Ensure security transactions are completed accurately and on time.
📊 Balance and reconcile daily activity (because numbers don’t lie).
🌎 Facilitate domestic and international funds movement like a pro.
🛠️ Identify and implement process improvements to keep things running smoothly.
🤝 Collaborate with internal teams, vendors, brokers, and depositories to keep accounts in tip-top shape.
💡 What You’ll Bring:
🎓 Bachelor’s in Accounting/Finance (or equivalent experience).
📈 Experience in securities operations (1-4 years preferred).
🔍 Sharp research, analytical, and organizational skills.
💬 Excellent communication and problem-solving abilities.
📍 Location: Onsite role located in Tulsa, OK
Ready to take your expertise to the next level and thrive in a fast-paced, high-volume environment? Let's talk Apply now and join a team where your skills make a difference.
#FinanceJobs #WealthManagement #CareerOpportunity #Hiring
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