Req ID: 58821
Areas of Interest: Wealth Management Operations
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
The WMS Business Coordinator I is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator I 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.
PRINCIPAL DUTIES AND RESPONSIBILITIES

- Performs various duties that are centralized within the WMS group for client accounts. These functions may include opening accounts; closing accounts; appropriate receipt and disbursement of cash; processing of income and expenses; and calculation, processing, and monitoring of fees. In support of this function, the duties will include determination of required documentation and coordination with line of business team members, external custodians, clients, and vendors to ensure appropriate documentation is provided.
- Supports Trust software and systems relating to incoming administration and client questions. Work with outside clients one on one for support and troubleshooting of online products from account setup to browser problems. Work directly with line of business team members for support of daily processing questions on Trust accounts. Works issues through to resolution and provides the proper customer service needs.
- Serves as a backup role for other needs within the business group. Works pro-actively among the group to identify solutions or resources to complete any exception processing.
- Performs special projects as required. Works with management to ensure processes are properly documented. Assists management with inquiries received from internal and external auditors, compliance testing, and regulatory oversight entities.
KNOWLEDGE, SKILLS and ABILITIES:
- Industry/Working knowledge of various security types: repos, equities, fixed income, mortgage backed, etc.
- Excellent verbal and written communication skills, ability to communicate information clearly and concisely, negotiate appropriate solutions with both internal and external contacts. Drafts professional business correspondence on regular basis.
- Excellent organizational skills, ability to plan and coordinate movement of large volumes of transactions, ability to improve efficiency, track complex activities and improve methodology. Must demonstrate previous experience in independently solving complex problems, identifying appropriate resources.
- Working knowledge of mainframe processes, good PC skills. Proficient with word processing and worksheet applications in producing business correspondence and reports.
This level of knowledge is normally acquired through completion of an Associate's Degree in a business related field and 3+ years' experience in the security industry; OR 6+ years of equivalent work experience.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.