Job Information
System One Wealth Management Operations Specialist in Tulsa, Oklahoma
Wealth Management Operations Specialist
Job Summary:
The Wealth Management Operations Specialist I is responsible for transactional processing supporting Wealth Management accounts within the trust and/or bond accounting systems. This role ensures the accuracy of client account activity and reporting through trade processing, settlements, foreign currency exchange, and account reconciliations.
Key Responsibilities:
Process transactions for Wealth Management accounts within trust and bond accounting systems
Execute trade processing and settlements
Support foreign currency exchange activities
Perform reconciliations to ensure accurate account reporting and performance tracking
Collaborate with Wealth Management account officers and internal teams including Operations & Technology, Risk, Compliance, and Audit
Coordinate with external depositories, vendors, and brokers to maintain accurate client account records
Preferred Experience:
Background in Wealth Management, Financial Services, or Operations & Technology within the financial industry.
System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
Ref: #208-Rowland Tulsa
System One, and its subsidiaries including Joulé, ALTA IT Services, CM Access, TPGS, and MOUNTAIN, LTD., are leaders in delivering workforce solutions and integrated services across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible full-time employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.