IRA Specialist

Job description

Req ID: 77951 Location: Tulsa -TUL: Areas of Interest: Bank Operations: Pay Transparency Salary Range: Not Available Application Deadline: 05/25/2026: 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: Discretionary: Summary Our bank operations team ensures the efficient and accurate processing of financial transactions, compliance with regulatory requirements, and the implementation of best practices. They manage daily banking operations, including transaction processing, account maintenance, and customer service. The team is dedicated to improving operational efficiency, mitigating risks, and supporting the overall goals of the bank. Job Description: The IRA Specialist is primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary transactions are valid and coded correctly according to IRS regulations. Performs q...