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WMS Business Coordinator II
BOK Financial
Tulsa, KSA
Full Time
Mid
Onsite
4 weeks ago
Wealth Management ServicesTrust and Agency Account OperationsException ProcessingDocumentationMicrosoft Office
Free
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Wealth Management ServicesTrust and Agency Account OperationsException Processing
About the Role
BOK Financial seeks a WMS Business Coordinator II to perform duties related to assets held in trust and agency accounts. The role involves working with line of business teams, internal processing groups, and external custodians to ensure account accuracy.
Key Skills for This Role
Wealth Management ServicesTrust and Agency Account OperationsException ProcessingDocumentationMicrosoft Office
Responsibilities
- Perform various duties centralized within the Wealth Management Services group for client accounts
- Serve as a backup role for other needs within the business group
- Pro actively identify solutions or resources to complete exception processing
- Work with management to properly document processes
Requirements
- Bachelor's Degree in a business related field
- 1+ years' experience in the security industry
- Equivalent combination of education and experience
Full Job Posting
Summary
- We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best.
How You'll Spend Your Time
- You will perform various duties that are centralized within the Wealth Management Services group for client accounts.
- You will serve as a backup role for other needs within the business group.
- You will pro actively identify solutions or resources to complete any exception processing.
- You will work with management to properly document processes.
Education & Experience Requirements
- This level of knowledge is normally acquired through completion of a Bachelor’s Degree in a business related field and 1+ years’ experience in the security industry; or equivalent combination of education and experience.
Team Culture
- We act with honor and truthfulness and live our company values every day.
- All team members are stakeholders and are encouraged to share their ideas and best practices.
- We are deeply connected to our communities.
Working Conditions & Physical Requirements
- Office 20 lbs
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