Tulsa, Oklahoma, USA
24 days ago
Financial Operations Specialist

System One has partnered with a local financial institution that is in search of a Financial Operations Specialist. This will be a six month contract position. 

Responsibilities: 

Processing financial transactions accurately and timely Reviewing and reconciling client accounts Generating statements and reports Resolving client inquiries and issues related to operations Collaborating with internal teams to ensure smooth procedures and processes Keeping up-to-date with industry regulations and compliance standards Managing and maintaining client records and documentation Participating in special projects and initiatives as needed

Qualifications:

Bachelor's degree in Finance, Business, or related field 2+ years of experience in wealth management operations or similar role Proficiency in Microsoft Office Suite, especially Excel and Word Strong attention to detail and organizational skills Ability to work independently and as part of a team Excellent communication and interpersonal skills Knowledge of financial products and services Familiarity with financial regulations and compliance requirements

System One, and its subsidiaries including Joulé, ALTA IT Services, TeamPeople, 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.


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