Sr. RPS Ops Specialist at BOK Financial in Tulsa, Oklahoma

Job Description:

Req ID:65024

Job Location:TulsaTulsaOK

Areas of Interest:Wealth Management Operations; Accounting

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Summary

If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

About the Role

You will serve as the subject matter expert and have responsibility for definition, analysis, planning and implementation for the conversion of all data and investments related to defined retirement contribution plans. You will assist with testing for system upgrades and enhancement projects, plan restructures or mergers, plan level or cross-period plan adjustments.

You will assist with plan de-conversions, where a client is moving their business to another recordkeeping institution. You will ensure all assets are liquidated or delivered, based on direction from the client and successor trustee. You will enforce agreed-upon timelines and hold all project participants accountable for respective deliverables. You will assist with the operational process of fund mapping and additions for client accounts, including initiating extremely large mutual fund trades and maintaining responsibility for participant statement processes. You will serve in a lead role directing work flow and performing quality control reviews to other RPS Support personnel within the department.

What You Can Expect

You can expect to handle the record processing and cash inflow for contributions and distributions. You will cross train, share knowledge, and work closely with team members to solve complex issues. You will provide information for perspective clients, focus on operational tasks and customer service, and be the "technical go-to" for your team. As you work in an ever-changing environment, your knowledge will grow, and opportunities for advancement will increase across the bank.

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.

How You'll Spend Your Time

• You will conduct meetings, analyze, design, plan, test, and implement complex data and asset conversions for retirement plan business acquired by BOK from other providers. You will reconcile financial data and place investment trades, ensuring participants are not out of market.


• You will provide day-to-day support for the operation of complex application systems by analyzing reports and outputs, system documentation, and user procedures by reviewing input data and coordinating with vendors as needed.


• You will provide reports through the use of report writers or through coordination with service providers; design and document reports necessary to fulfill the information needs of the business unit.


• You will perform post-conversion plan processing training and train system users on new or modified systems by preparing training materials and conducting training one-on-one or in a classroom setting.

We'd Like to Talk to You

DETAIL ORIENTED: You follow our established standards and have good judgment so you can escalate situations when appropriate. A passion for doing the job right the first time brings us joy. Accuracy, follow-up and follow-through are vital for this role.

TECHNICAL SKILLS: You are advanced in 10-key speed and accuracy, mechanical aptitude, and MS Office (Word and Excel).

TECH SAVVY: You'll use your tech acumen to access multiple systems and learn our processes and procedures.

SOLID COMMUNICATOR: You leverage exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

PROBLEM SOLVER: You track and solve complex problems in a variety of situations and effectively perform in rapidly changing or uncertain conditions.

COLLABORATION: You enjoy working in teams and across departments with a proficiency to follow-up and follow-through.

RESULTS ORIENTED: You show initiative as you focus on the desired deliverables, while meeting and exceeding your goals.

LEADERSHIP: You will coach others and help them develop their capabilities so they can serve our client's needs.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in MIS or Finance and 7+ years of directly related experience in employee benefits with a minimum of 4 or more years of experience in plan administration or equivalent combination of education and experience.

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

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.