WMS Operations Analyst I

Req ID:  74792  

Location: Tulsa -TUL  

Areas of Interest:  Wealth Management Operations; Accounting 

Pay Transparency Salary Range:  Not Available  

Application Deadline: 04/11/2024  

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

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  WMS Operations Analyst I  is primarily responsible for defining and performing analysis, programming, planning, implementation, and supporting of Wealth Management Services’ applications and processes which require moderate technical and systems knowledge. The analyst is a resource for process improvement, system functionality and integration with considerable focus on controlling the significant financial risk associated with trading, securities processing and cash movement while maintaining the highest possible level of service standards. 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.

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 develop an in-depth understanding of the information needs of business partners within Wealth Management through interviews with users, observation of day-to-day operations, and review of procedures and system documentation.
• You will make recommendations for system/report enhancements and improved automation.
• You will work closely with lines of business, including management, to identify, analyze, and implement core business processes and workflows to ensure appropriate controls are in place to mitigate risk.
• You will work closely with project managers and stakeholders, IT business analysts, end-users to understand and prioritize business goals and information needs.
• You will participate in the process of developing system requirements and design specifications and attend regular project meetings. You will be responsible for providing feedback to the line of business related to impacts and best practices.
• You will perform activities to keep project status and planning activities current and communicate status and issues with the Wealth Management Support management team and subject matter experts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in Information Technology/Computer Science and 1-4 of directly related systems administration experience in a high volume operations environment or equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office - 20 lbs

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 with any questions.