Wealth Management Operations Specialist - SpringPoint Technologies : Job Details

📢 Join Our Team as a Securities Services Operations Specialist I! 🏦

Are you detail-obsessed, tech-savvy, and ready to make an impact in the world of Wealth Management? We're looking for a superstar Securities Services Operations Specialist I to bring their organizational skills, love of problem-solving, and passion for process improvement to our team!

✨ What You'll Do:

💻 Ensure security transactions are completed accurately and on time.

📊 Balance and reconcile daily activity (because numbers don't lie!).

🌎 Facilitate domestic and international funds movement like a pro.

🛠️ Identify and implement process improvements to keep things running smoothly.

🤝 Collaborate with internal teams, vendors, brokers, and depositories to keep accounts in tip-top shape.

💡 What You'll Bring:

🎓 Bachelor's in Accounting/Finance (or equivalent experience).

📈 Experience in securities operations (1-4 years preferred).

🔍 Sharp research, analytical, and organizational skills.

💬 Excellent communication and problem-solving abilities.

📍 Location: Onsite role located in Tulsa, OK

Ready to take your expertise to the next level and thrive in a fast-paced, high-volume environment? Let's talk! Apply now and join a team where your skills make a difference.

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