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Wealth Management Operations & Reconciliation Specialist

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: OakTree Staffing
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Oak Tree Staffing is looking for a Wealth Management Operations Specialist in Tulsa, Oklahoma. This role involves managing all transactional processing related to Wealth Management accounts, including securities setup, trade execution, and settlement.

The ideal candidate will have a Bachelor’s degree in Accounting or Finance and experience in a high-volume securities operations environment. Excellent communication and analytical skills are essential for this position.

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