IW Plan Compliance Associate

About the role

Location: Tulsa, TUL. Areas of Interest: Wealth Management; Accounting; Audit; Client Relationship Support.

Our institutional wealth team focuses on managing and growing the financial assets of large organizations and entities, specializing in retirement plans and asset services, corporate trust, and reinsurance. We offer a wide range of services, including trust and investment management, retirement planning, investment consulting, and more, serving a diverse clientele such as corporate entities, foundations, and municipalities. Our team of experienced professionals works closely with clients to provide tailored financial solutions, leveraging extensive industry knowledge to drive client success.

Here at BOK Financial, we believe meaningful careers start with recognizing and prioritizing potential. We emphasize collaboration and professionalism to seamlessly address clients’ complex financial needs. Innovation and continuous learning are highly valued, encouraging team members to stay ahead of market trends and deliver cutting-edge solutions. Our culture of mutual respect and trust focuses on everyone's contributions, enabling us to create and adapt customized strategies that grow with our clients' needs.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

Responsibilities

• Perform compliance services for qualified retirement plans of low to moderate complexity.
• Apply technical knowledge of retirement plan administration and governmental regulations to prepare compliance testing, government reporting, correction calculations, and related client deliverables.
• Serve as the primary day-to-day contact for assigned clients; develop working relationships with plan sponsors; identify issues requiring