WMS Business Coordinator II (Free Receipts)

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 cross-training 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 Financial’s generous contributions to local organizations and the numerous ways we give back to our communities.

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 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 Bachelor’s 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 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!

How to Apply

Please contact recruiting_coordinators@bokf.com with any questions.

About the Role

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®.

Qualifications

This position requires a Bachelor's degree in a business-related field and 1+ years' experience in the security industry; or equivalent combination of education and experience.

Benefits

BOK Financial Corporation Group offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.

Schedule

The schedule for this role is typically full-time.

Pay

Salary range is not available.