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BOK Financial

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Bank of Texas and BOK Financial. Bonus Type Discretionary 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.

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Infographic showing various Financial Bonus job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 14% Part Time, and 9% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Securities Services Ops Specialist II

BOK Financial

Tulsa, OK • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Req ID: 77691 

Location: Tulsa -TUL 

Areas of Interest: Wealth Management Operations; Accounting 

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
Discretionary
Summary

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! 

Job Description

The Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository's, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements. This position provides training and guidance and serves as an escalation point for issues requiring urgent and immediate resolution as well as a subject matter expert for support personnel for high risk processes.

Team Culture

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.

How You'll Spend Your Time
  • You will apply knowledge of securities processing and Wealth Management to continually define, visualize, measure, analyze, improve, report, and control processes with the goal to meet internal and external customer and regulatory requirements.
  • You will ensure all security transactions, daily processes, documentation, and/or agreements are completed timely, accurately and within the policy guidelines.
  • You will verify completeness and accuracy of balance load information received as well as perform detailed reconciliation of participant balances by the source of funds and investment balances to assets or cash received from prior record keeper/trustee.
  • You will resolve complex issues timely to minimize losses to the bank and/or client and provide support to auditors, compliance, account officers, investment managers, WMS management, and support personnel.
  • You will design, test, and document reports necessary to support day-to-day operations and longer-term strategic decisions.
  • You will serve as the backup for other needs within Wealth Management Services functional units to identify solutions and assist with special projects.
Education & Experience Requirements

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 is preferred or an equivalent combination of education and experience.

  • Advanced working knowledge of a broad variety of securities and Wealth Management accounting systems.
  • Advanced PC and operating software application skills.
  • Thorough knowledge of accounting principles and practices with emphasis in reconciliation and detail-oriented tasks in a potentially high-volume environment. A general understanding of trust and/or bond accounting knowledge is preferable.
  • Excellent research, analytical, and organizational skills; ability to plan and coordinate movement of potentially large volumes of transactions. Must demonstrate previous experience independently solving complex problems, and identifying appropriate resources while meeting extremely stringent deadlines.
  • Excellent communication and interpersonal skills, leadership ability, social and professional etiquette, including oral and written communication skills. Ability to communicate information clearly and concisely. Ability to gain consensus among parties with conflicting interests.
  • Very strong ability to improve efficiency, track complex activities, and improve methodology. 
  • Ability to provide training in a constructive and effective manner to various levels of personnel.
Working Conditions & Physical Requirements
Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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