Plan Services Specialist II

BOK Financial • Tulsa, OK

1d • Onsite

About The Position

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. 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.

Requirements

• 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.

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

• Job Type: Full-time
• Career Level: Mid Level