Plan Services Specialist II

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 75,000; Full time

Job summary

BOK Financial Tulsa is seeking a Plan Services Specialist II to ensure timely and accurate processing of retirement plans within the group, with responsibility and decision making aligned to policy. You will operate in a structured, client‑facing environment that demands precision and accountability.

The role requires a Bachelor's degree in Accounting or Finance and 5–6 years of experience in payroll or a trust setting; payroll or benefits experience is strongly preferred.

Qualifications

• Bachelor's degree in Accounting or Finance or related field.
• 5–6 years of experience in a payroll or trust environment.
• Payroll or benefits experience strongly preferred.

Responsibilities

• 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.

Skills

Payroll experience

Trust operations

Attention to detail

Education

Bachelor's degree in Accounting or Finance

Job description

Req ID:78379

Location:Tulsa -TUL

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

Pay Transparency Salary Range:Not Available

Application Deadline:08/16/2026

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.

Bonus Type

Discretionary

Summary

If you're ready to grow your career with a leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.

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.

Job Description

The Plan Services Specialist II 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 significant decision making authority and responsibility.

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 5-6 years' experience in a payroll or trust environment; or equivalent work experience. Payroll or benefits experience is strongly preferred.

Working Conditions & Physical Requirements

Office

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.