Plan Services Specialist II
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Job Summary
Req ID:78379
Location:Tulsa -TUL
Areas of Interest:Accounting; Bank Operations; Wealth Management Operations
Pay Transparency Salary Range:Not Available
Application Deadline:08/16/2026
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.
Bonus Type
Summary
If youre ready to grow your career with a leading provider of sophisticated financial solutions youve come to the right place. Our commitment to you is a positive work environment a deep connection to our communities and a focus on putting our clients first.
Job Description
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.
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.
How Youll Spend Your Time
- You will perform all daily and cyclical activities in compliance with applicable regulations tax laws and the governing document specific to each retirement plan.
- You will issue new loans and distributions.
- You will generate reports and participant statements while being responsible for quality control.
- You will research and resolve any cash or asset exceptions. You will investigate and respond to inquiries from Reconciliation Participant Service Group or the Relationship Management team regarding problems complaints or requests.
- You will work closely with project coordinators to execute changes in investment selections within plans fund mappings or additions.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors 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.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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!
Apply todayand take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status.
Required Experience:
IC
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