Securities Services Ops Specialist I (Wealth Management)

TL;DR

Securities Services Ops Specialist I (Wealth Management): Managing transactional processing for Wealth Management accounts with an accent on securities maintenance, trade execution, and reconciliations. Focus on ensuring account accuracy for reporting, resolving complex operational issues, and improving processing efficiency.

Location: Onsite in Tulsa, OK

Company

hirify.global Corporation Group is a stable and financially strong organization providing banking and wealth management services.

What you will do

• Execute transactional processing for Wealth Management accounts, including securities setup, trade execution, and settlement.
• Perform foreign currency exchange, valuations, and reconciliations.
• Collaborate with account officers, Risk, Compliance, and Audit departments to ensure accurate reporting and performance requirements.
• Resolve complex operational issues timely to minimize bank and client losses.
• Test and document reports necessary to support day-to-day operations and strategic decisions.
• Improve and control processes to meet internal and external regulatory requirements.

Requirements

• Bachelor’s Degree in Accounting or Finance.
• 1-4 years of experience in a high-volume securities operations environment.
• Proficiency in PC and operating software applications.
• Strong research, analytical, and organizational skills.
• Working knowledge of accounting principles and practices, specifically reconciliation.
• Strong communication and interpersonal skills.

Culture & Benefits

• Collaborative, conscientious, and goal-oriented team environment.
• Access to mentorship within the team providing opportunities for growth.
• Accessible and supportive management.
• Comprehensive training and development to support long-term career building.