Address
Form of workReq ID: 74351
Location: Tulsa -TUL
Areas of Interest: Accounting; Institutional/401(K) Services; Risk Management, Compliance
Pay Transparency Salary Range: Not Available
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Formula Based
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us in Institutional Wealth as a Plan Compliance Associate.
Job Description
The Plan Compliance Associate will perform the duties and responsibilities for this position for clients and projects that are of low to medium complexity and technical difficulty. The associate's work product will be periodically subject to review by a Plan Compliance Sr. Associate or above. The associate will have client contact and will begin to develop working relationships with appropriate client personnel. This position reports to the Manager, Plan Compliance Services and is primarily responsible for providing technical and analytical services to ensure pension and profit sharing information is in compliance with plan documents and government regulations.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
We've created a safe space for you to brainstorm, ask questions, and find solutions together as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done. We lift up one another to become better.
How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Accounting and 2-3 years of experience in Trust Retirement Plan administration or 8-9 years of related experience in pension and/or profit sharing plan administration.
Working Conditions & Physical Requirements
Office
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!
Apply today and 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.
Please contact recruiting_coordinators@bokf.com with any questions.
Location: Tulsa -TUL
Areas of Interest: Accounting; Institutional/401(K) Services; Risk Management, Compliance
Pay Transparency Salary Range: Not Available
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Formula Based
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us in Institutional Wealth as a Plan Compliance Associate.
Job Description
The Plan Compliance Associate will perform the duties and responsibilities for this position for clients and projects that are of low to medium complexity and technical difficulty. The associate's work product will be periodically subject to review by a Plan Compliance Sr. Associate or above. The associate will have client contact and will begin to develop working relationships with appropriate client personnel. This position reports to the Manager, Plan Compliance Services and is primarily responsible for providing technical and analytical services to ensure pension and profit sharing information is in compliance with plan documents and government regulations.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
We've created a safe space for you to brainstorm, ask questions, and find solutions together as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done. We lift up one another to become better.
How You'll Spend Your Time
- You will coordinate information from clients to perform the ADP (Actual Deferral Percentage) /ACP (Actual Contribution Percentage) testing for all Plan Compliance clients and set up spreadsheets to do calculations for tests.
- You will prepare and file the 5500 reporting for client plans to ensure compliance and minimize risk to the bank, working closely with clients to resolve questions and with auditors.
- You will communicate and coordinate with clients regarding annual required minimum distributions while calculating minimum distributions as contracts require and request distributions from operations.
- You will perform initial research on routine ERISA compliance issues before escalating to the Plan Administration Supervisor while properly documenting issues and resolutions.
- You will determine participant eligibility for employer contributions.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Accounting and 2-3 years of experience in Trust Retirement Plan administration or 8-9 years of related experience in pension and/or profit sharing plan administration.
Working Conditions & Physical Requirements
Office
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!
Apply today and 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.
Please contact recruiting_coordinators@bokf.com with any questions.
