WMS Business Coordinator II 76171
WMS Business Coordinator II 76171
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Job Description
Req ID:76171
Location:Tulsa TUL
Areas of Interest:Wealth Management Operations; Bank Operations; Finance
Pay Transparency Salary Range:Not Available
Application Deadline:03/31/2025
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
Summary
Were building a culture at BOK Financial where amazing people (like you) can bring their best be their best and work for the best. Youve come to the right place to grow your career.
Job Description
The WMS Business Coordinator II is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator II works very closely with BOKF line of business team members internal processing groups external custodians and brokers to ensure that the account reflects the needed results.
Team Culture
We act with honor and truthfulness and live our company values every day. Our foundation of integrity builds coworker trust relationships and effective interpersonal relationships.
All team members are stakeholders and are encouraged to share their ideas and best practices. We provide crosstraining and collaboration as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed.
We are deeply connected to our communities and we give our time to a variety of worthy causes. We are proud of BOK Financials generous contributions to local organizations and the numerous ways we give back to our communities.
How Youll 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 proactively 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 Bachelors Degree in a business related field and 1 years experience in the security industry; or equivalent combination of education and experience.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
IC
Employment Type
Full-Time
