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Specialty Asset Analyst II

Req ID: 75445 

Location: Tulsa -TUL 

Areas of Interest: Wealth Management; Trust 

Pay Transparency Salary Range: Not Available 

Application Deadline: 12/30/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Formula Based

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. You find satisfaction in helping others by offering sound advice and operational support. Bring your knowledge, skills, and abilities to us as a Specialty Asset Analyst II. You'll be positioned for a great career!

Job Description

The Specialty Asset Analyst II provides support, research, and problem-solving services under general supervision, in the administration of substantial & complex Wealth Management Specialty Assest Portfolios, i.e., closely held business interests, life insurance policies, annuity contracts, and tangible assets & collectibles.  

The analyst will partner with Specialty Asset Managers as well as Account Officers, Portfolio Managers, and external professionals, including to provide broad solutions to customer needs. This role requires a general understanding of agency and fiduciary practices and involves, among other things, performing research related to unique asset oversight, monitoring transactions, reviewing financial documents, interaction with internal and external partners, providing dual control, and managing risk associated with oversight of the assets.  

Team Culture

We act with honor and truthfulness and live our company values every day.  Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. 

How You'll Spend Your Time

  • You will research asset status and ownership questions and maintain asset information in the specialty asset database.
  • You will coordinate client meetings and interact with business partners, department staff, clients, and third-party professionals.
  • You will provide both basic and complex administrative support to Specialty Asset Managers.
  • You will monitor accounts payable, accounts receivable, and fee processing.
  • You will review title documentation, mortgages, leases, deeds, and other notes to draft conveyance documents and other real estate instruments.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree and 2 or more years of oil and gas industry experience, or experience in a trust or legal environment; or 5-6 years of equivalent experience and/or training.

 

SKILLS:

  • Moderate knowledge of contracts, real property, and title instruments.
  • Moderate PC skills including word processing and spreadsheet applications.
  • Working knowledge of trust operations and trust accounting systems.
  • Working knowledge of asset management systems and third-party information and research platforms.
  • Advanced communication skills, both oral and written.
  • Requires strong time-management and organizational skills with the ability to prioritize, plan and coordinate large number of ongoing tasks.
  • Basic knowledge of accounting practices and fiduciary practices and responsibilities.
  • Strong math and analytical skills with ability to improve efficiency, track complex activities and improve methodology.

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!

 
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

Tulsa, OK, US, 74101

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment


Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Accounts Payable, Accounts Receivable, Bank, Banking, Administrative Assistant, Finance, Administrative

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