Plan Services Specialist II( Reconciliation/Balancing)

BOK Financial; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial in Tulsa is seeking a Plan Services Specialist II to ensure the timely and accurate processing of retirement plans, with significant decision-making authority within defined policy. You will perform daily processing, issue loans and distributions, generate reports, and ensure quality control across plan operations.

You will also resolve cash or asset exceptions and work with teams to implement investment changes, requiring a Bachelor's degree in Accounting or Finance and 5–6 years

Qualifications

• Bachelor's degree in Accounting or Finance or related field.
• 5–6 years' experience in payroll or trust environment; payroll/benefits experience preferred.

Responsibilities

• Perform daily and cyclical activities in compliance with regulations and plan documents.
• Issue new loans and distributions.
• Generate reports and participant statements with quality control.
• Research and resolve cash or asset exceptions and respond to inquiries.
• Collaborate with project coordinators to implement investment changes within plans.

Skills

Payroll processing

Trust operations

Regulatory compliance

Data reporting

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

09/14/2026

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.

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.

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 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

Bonus Type

• Discretionary

Company Information

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!

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.