Plan Services Specialist I

Plan Services Specialist I

If you're ready to grow your career with a leading provider of sophisticated financial solutions, you've 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.

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 position has 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.

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.

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Accounting or Finance or related field and 4-5 years' experience in a payroll or trust environment; or equivalent work experience. Payroll or benefits experience is strongly preferred.

Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

* At June 30, 2026