Securities Operations Specialist

Compensation: $32-$34.50/hour

Location: Tulsa, OK

Position: Securities Operations Specialist

Inceed has partnered with a great company to help find a skilled Securities Operations Specialist to join their team! This role plays a key part in supporting Wealth Management accounts, ensuring accurate processing and maintenance of securities transactions. The ideal candidate will have a strong background in securities operations, reconciliation, and compliance, working closely with internal teams and external vendors to maintain precise financial reporting. This opportunity offers a chance to contribute to a dynamic financial environment, focusing on process improvement and risk mitigation.

Responsibilities:

• Ensure security transactions and daily processes are completed accurately and within policy guidelines.
• Reconcile daily activity between depositories and accounting systems, resolving discrepancies to prevent financial losses.
• Manage the movement of funds between domestic and international depositories and institutions.
• Implement process improvements while maintaining strong controls to reduce risk.
• Utilize expertise in securities processing to develop and refine procedures for transactional processing and reporting.
• Resolve complex discrepancies in reconciliation between accounting systems and third-party vendors.
• Provide support to auditors, compliance teams, investment managers, and operations personnel.
• Participate in system conversions, process improvements, and user group meetings.
• Test and document reports to support operational and strategic decision-making.
  
  

Required Qualifications & Experience:

• Bachelor’s Degree in Accounting, Finance, or a related field.
• 1-4 years of experience in a high-volume securities operations environment.
• Strong research, analytical, and organizational skills.
• Excellent communication and interpersonal skills, with the ability to collaborate across teams.
• Proficiency in operating software applications and accounting systems.
  
  

Nice to Have Skills & Experience:

• Experience in trust and/or bond accounting.
• Knowledge of reconciliation processes in a high-volume financial setting.
• Ability to track and improve operational efficiencies.
  
  

Perks & Benefits:

• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit
  
  

Other Information:

• Opportunity to work in a collaborative and high-performing financial environment.
• Chance to contribute to process improvements and risk mitigation strategies.
• Exposure to domestic and international securities operations.
  
  

If you are interested in learning more about the Securities Operations Specialist opportunity, please submit your resume for consideration. We are unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.