Retirement Plan Services Specialist II

BOK Financial Corporation; Tulsa (OK); On-site; USD 60,000 - 78,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BOK Financial Corporation in Tulsa, Oklahoma, seeks a Plan Services Specialist II to ensure timely and accurate processing of retirement plans, with decision‑making authority within policy. You will handle loans and distributions, generate participant statements, and ensure quality controls across plan data.

Collaborating with reconciliation, client service, and investment teams, you will resolve cash or asset exceptions and support plan changes with project coordinators.

Qualifications

• Bachelor's degree in Accounting or Finance (or related field) required.
• 5–6 years' experience in a payroll or trust environment preferred.
• Payroll or benefits experience is strongly 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 changes in investment selections.

Education

Bachelor's Degree in Accounting or Finance, or equivalent work experience

Job description

BOK Financial Corporation in Tulsa, Oklahoma, seeks a Plan Services Specialist II to ensure timely and accurate processing of retirement plans, with decision‑making authority within policy. You will handle loans and distributions, generate participant statements, and ensure quality controls across plan data.

Collaborating with reconciliation, client service, and investment teams, you will resolve cash or asset exceptions and support plan changes with project coordinators.