Retirement Plan Solutions Participant Services Associate

TRUST COMPANY OF OKLAHOMA OF TULSA • Tulsa, OK

1d • Hybrid

About The Position

We are seeking a service-driven and detail-oriented Retirement Plan Solutions Participant Services Associate to join our RPS Participant Services team. This role is responsible for delivering caring, responsive, and high-quality service while performing key administrative support functions for our 401(k) participants. Operating within our Participant Services call center, this individual serves as a primary point of contact for participants, assisting with transactions such as withdrawals, distributions, and rollovers. The RPS Participant Services Associate plays a critical role in ensuring a seamless participant experience and may act as a backup to other Participant Services Representatives as needed to maintain continuity of service. The ideal candidate will share our values and commitment to delivering exceptional client service. As a fiduciary organization, Trust Company of Oklahoma acts in the best interest of our clients, and this role is essential in upholding that standard through every interaction. The successful candidate will be dependable, collaborative, and detail-oriented, with strong communication skills and the ability to manage multiple priorities while contributing to a positive experience for both participants and internal teams.

Requirements

• High school diploma or equivalent required
• Basic computer and software proficiency, with experience in Microsoft Office programs, particularly Microsoft Excel.
• Strong time management, attention to detail, and organizational skills.
• Excellent customer service skills with strong written and verbal communication abilities.

Nice To Haves

• associate or bachelor’s degree in business administration or a related field is a plus.
• Experience and/or knowledge of 401(k) retirement plans is a plus.

Responsibilities

• Provide excellent customer service and assistance to participants inquiring about 401(k) services and requests.
• Develop and maintain strong participant relationships through responsive and professional communication.
• Process distribution requests, including withdrawals and rollovers, in a timely and accurate manner according to plan documents, internal controls and ERISA guidelines.
• Provide top-notch assistant and support to participants calling into TCO for assistance with an 401(k) related inquiry.
• Prepare new account documentation, ensuring accuracy and completeness in accordance with established processes.
• Respond to client and plan sponsor inquiries and assist in resolving administrative issues accurately and efficiently.
• Assist Relationship Managers with general administrative duties as assigned, including preparation for client meetings and ongoing service needs.
• Assist with various RPS projects to provide streamlined services and increase efficiency within the department.
• Support Relationship Managers with meeting preparation, including gathering materials and ensuring readiness for client interactions.
• Recommend process enhancements that improve efficiency, accuracy, and the client experience.
• Share insights and best practices across the team.
• Other duties as assigned.

Benefits

• Competitive salary
• health insurance
• retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees