Financial Operations Associate

Location: Jenks
Posted on: June 23, 2025

Job Description:

Job Title: Financial Operations Associate Location: Tulsa, Oklahoma Position Overview: System One has partnered with a Tulsa company that is looking for a dedicated Financial Operations Associate to join their dynamic team. This position is central to ensuring the accurate processing and maintenance of financial records within their operational department. You will manage various transactions, conduct data reconciliation, and assist with compliance requirements, all while striving to enhance the overall efficiency of operations. The right candidate will embrace collaboration with colleagues and demonstrate a commitment to continuous professional growth in response to evolving processes and business needs. Key Responsibilities: Account Management & Processing: Oversee the management of incoming account transfers and registrations, ensuring precise and timely processing. Handle essential adjustments related to account ownership and comply with relevant regulations. Financial Reconciliation & Reporting: Conduct thorough research and adjustments on financial data to uphold reporting accuracy and tax compliance. Execute monthly reconciliations and generate critical reports, supporting investment oversight and data integrity. Corporate Actions & Compliance: Monitor and process corporate actions, including stock splits, mergers, and dividends to ensure client accounts are updated accurately. Manage claims for class actions and ensure eligible accounts receive settlements per legal stipulations. Operational Support: Assist in month-end financial processes by reconciling transactions and addressing various operational tasks. Promote adherence to compliance standards by coordinating necessary training sessions for financial documentation and transactions. Cross-Training & Development: Engage in cross-training initiatives to enhance departmental flexibility and contribute to a culture of continuous improvement. Participate in special projects, ensuring seamless operations and fostering innovation within trust services. Qualifications: Education & Experience: A bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred; equivalent work experience in financial services will be considered. 2-4 years of relevant experience in financial operations, banking, investment services, or a related field is preferred, with familiarity in account transfers, reconciliations, and corporate actions being advantageous. Skills: Exceptional attention to detail and precision in financial transactions. Strong analytical and problem-solving skills, paired with excellent organizational abilities to manage multiple priorities effectively. Proficiency with financial systems and tools, including Microsoft Office Suite (Excel, Word, Outlook). Communication: Excellent verbal and written communication skills, with the capacity to convey complex information clearly to clients and within the team. Ref: 208-Eng Tulsa

Keywords: , Broken Arrow , Financial Operations Associate, Accounting, Auditing , Jenks, Oklahoma