Plan Services Specialist I (Record Keeping)

BOK Financial; Tulsa (OK); On-site; USD 48,000 - 60,000; Full time

Job summary

BOK Financial is seeking a Plan Services Specialist I in Tulsa to ensure timely and accurate processing of retirement plans. The role operates within defined policies and procedures, with decision-making authority and responsibility in day-to-day tasks.

You will work in a team-focused environment that emphasizes cross-training, knowledge sharing, and daily huddles to support efficient processing and coverage across plans.

Qualifications

• Bachelor's Degree in Accounting or Finance or related field, and 4-5 years' experience in a payroll or trust environment; or equivalent work experience.
• Payroll or benefits experience is strongly preferred.

Responsibilities

• Perform all daily and cyclical activities in compliance with applicable regulations, tax laws, and the governing documents specific to each retirement plan.
• Issue new loans and distributions.
• Generate reports and participant statements, while ensuring quality control.
• Research and resolve cash or asset exceptions; respond to inquiries from Reconciliation, Participant Service Group, or Relationship Management regarding problems, complaints, or requests.
• Collaborate with project coordinators to execute changes in investment selections within plans, fund mappings, or additions.

Education

Bachelor's Degree in Accounting or Finance or related field

Job description

Req ID: 78541

Location: Tulsa -TUL

Areas of Interest: Bank Operations; Accounting; Wealth Management Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 09/28/2026

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.

Plan Services Specialist I

The Plan Services Specialist I is primarily responsible for ensuring the timely and accurate processing of plans assigned within the group, which typically includes retirement plans of varying levels of complexity, size and relationship sensitivity. Although the position operates within defined policies and procedures, this position has decision making authority and responsibility

Team Culture

All team members have a stake in our success and are encouraged to share their ideas around efficiencies. Our camaraderie, shared decision making, and mutual respect for one another are what make us a successful team.

We achieve more together. This team believes in cross-training to achieve the highest level of overall team support. To better assist with daily processing, we focus on load leveling and knowledge sharing to ensure cross-coverage and plan knowledge. We accomplish this through daily huddles and info sessions.

How You'll Spend Your Time

• You will perform all daily and cyclical activities in compliance with applicable regulations, tax laws, and the governing document specific to each retirement plan.
• You will issue new loans and distributions.
• You will generate reports and participant statements, while being responsible for quality control.
• You will research and resolve any cash or asset exceptions. You will investigate and respond to inquiries from Reconciliation, Participant Service Group, or the Relationship Management team regarding problems, complaints, or requests.
• You will work closely with project coordinators to execute changes in investment selections within plans, fund mappings, or additions.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Accounting or Finance or related field and 4-5 years' experience in a payroll or trust environment; or equivalent work experience. Payroll or benefits experience is strongly preferred.

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!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.