Plan Services Specialist I (Record Keeping)

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®.

About the role

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 role has decision-making authority and responsibility.

Team Culture

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.

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.

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.

Working Conditions

Office environment.

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.