Plan Services Specialist I

BOK Financial • Tulsa, OK

208d

About The Position

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. 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®.

Requirements

• Completion of a Bachelor's Degree in Accounting or Finance or related field.
• 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 document specific to each retirement plan.
• Issue new loans and distributions.
• Generate reports and participant statements, while being responsible for quality control.
• Research and resolve any cash or asset exceptions.
• Investigate and respond to inquiries from Reconciliation, Participant Service Group, or the Relationship Management team regarding problems, complaints, or requests.
• Work closely with project coordinators to execute changes in investment selections within plans, fund mappings, or additions.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree