Retirement Plan Solutions Participant Services Associate

 

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About Us:

Founded in 1981, Trust Company of Oklahoma has proudly served as Oklahoma’s oldest and largest independent trust company, having grown steadily since then to a firm with $6 billion in assets under management. With offices in Tulsa and Oklahoma City, we service clients statewide. Our independence ensures that every decision we make and every recommendation we provide is guided solely by our client's best interests. Combining decades of experience with a forward-thinking approach, we meet people where they are on their financial journey offering top-tier, personalized solutions. Our services include investment management, financial planning, trust administration, and retirement plan services, all designed to create elevated experiences that help our clients achieve their goals with confidence and care.

Position Overview:
We are seeking a service-driven and detail-oriented Retirement Plan Solutions Participant Services Associate to join our RPS Participant Services team. This role is responsible for delivering caring, responsive, and high-quality service while performing key administrative support functions for our 401(k) participants. Operating within our Participant Services call center, this individual serves as a primary point of contact for participants, assisting with transactions such as withdrawals, distributions, and rollovers.

The RPS Participant Services Associate plays a critical role in ensuring a seamless participant experience and may act as a backup to other Participant Services Representatives as needed to maintain continuity of service.

The ideal candidate will share our values and commitment to delivering exceptional client service. As a fiduciary organization, Trust Company of Oklahoma acts in the best interest of our clients, and this role is essential in upholding that standard through every interaction. The successful candidate will be dependable, collaborative, and detail-oriented, with strong communication skills and the ability to manage multiple priorities while contributing to a positive experience for both participants and internal teams.

Key Responsibilities:

• Participant Support: Provide excellent customer service and assistance to participants inquiring about 401(k) services and requests. Develop and maintain strong participant relationships through responsive and professional communication.
• Transaction Processing: Process distribution requests, including withdrawals and rollovers, in a timely and accurate manner according to plan documents, internal controls and ERISA guidelines.
• Service Delivery and Issue Resolution: Provide top-notch assistant and support to participants calling into TCO for assistance with an 401(k) related inquiry.
• Account Setup: Prepare new account documentation, ensuring accuracy and completeness in accordance with established processes.
• Client and Plan Sponsor Support: Respond to client and plan sponsor inquiries and assist in resolving administrative issues accurately and efficiently.
• Relationship Manager Support: Assist Relationship Managers with general administrative duties as assigned, including preparation for client meetings and ongoing service needs.
• RPS Administration: Assist with various RPS projects to provide streamlined services and increase efficiency within the department.
• Participant Education Meeting Preparation: Support Relationship Managers with meeting preparation, including gathering materials and ensuring readiness for client interactions.
• Continuous Improvement: Recommend process enhancements that improve efficiency, accuracy, and the client experience. Share insights and best practices across the team.
• Other duties as assigned.

 

Education and Experience:

• High school diploma or equivalent required; associate or bachelor’s degree in business administration or a related field is a plus.
• Experience and/or knowledge of 401(k) retirement plans is a plus.
• Skills: Basic computer and software proficiency, with experience in Microsoft Office programs, particularly Microsoft Excel. Strong time management, attention to detail, and organizational skills.
• Communication: Excellent customer service skills with strong written and verbal communication abilities.

Working Conditions:

• Work Environment: Office-based in Tulsa, Oklahoma. Occasional travel within the Tulsa market and to Oklahoma City will be required for training or client meetings.
• Hours: Full-time position with standard business hours. Some flexibility may be required during peak reporting periods.

Why Join TCO?

• Career Growth: Opportunities for professional development and career advancement within a growing company.
• Benefits: Competitive salary, health insurance, retirement plan, and other employee benefits.
• Culture: A supportive and collaborative work environment where we are committed to fostering a unified culture, ensuring everyone feels valued, included, and part of our shared success.

Provides independent trust, investment, and wealth management services.