Retirement Plan Operations Specialist

BOK Financial Corporation; Tulsa, Northern (OK, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

BOK Financial Corporation in Tulsa, OK is seeking a Plan Services Specialist I to ensure timely, accurate processing of retirement plans within the group. You will operate under defined policies with decision-making authority to manage varying plan complexities and client relationships.

The role emphasizes adherence to regulations, accurate reporting, and collaboration with team members to support plan operations and client service in a stable financial environment.

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

• 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

Bachelor’s Degree in Accounting or Finance or related field

Job description

BOK Financial Corporation in Tulsa, OK is seeking a Plan Services Specialist I to ensure timely, accurate processing of retirement plans within the group. You will operate under defined policies with decision-making authority to manage varying plan complexities and client relationships.

The role emphasizes adherence to regulations, accurate reporting, and collaboration with team members to support plan operations and client service in a stable financial environment.