Plan Services Specialist

Job ID: 110677
Location: Tulsa, OK  [On-Site]
Category: Other
Employment Type: Contract
Date Added: 07/24/2025
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Job Description:
Our client is seeking a highly skilled and detail-oriented Plan Services Specialist to join a dynamic team. This position plays a crucial role in ensuring the accurate and timely processing of retirement plans, which may vary in complexity and scale. The ideal candidate will be responsible for managing a portfolio of client accounts, ensuring all services are delivered to a high standard and in compliance with regulatory guidelines. This role is perfect for individuals seeking long-term career opportunities and growth within the financial services sector. The position is on-site, reflecting the need for precise and immediate action in a fast-paced office environment.

Responsibilities:
  • Manage and process a diverse range of retirement plans with high accuracy and adherence to strict service level agreements.
  • Make informed decisions and take responsibility for resolving client issues, complaints, and requests for special reporting.
  • Maintain comprehensive daily records for all assigned retirement plans, ensuring all data is up-to-date and correct.
  • Process new loan requests, conduct account research, and reconcile various financial transactions including participant and employer contributions, payments, income, forfeitures, and fees.
  • Develop and implement strategies to enhance operational efficiency, meet client needs, and minimize potential errors.
  • Participate in team meetings to share ideas, ensure cross-coverage, and maintain high levels of team support and plan knowledge.
  • Provide frontline client support, offering solutions and assistance to ensure client satisfaction and service excellence.

Qualifications:
  • Demonstrated experience in retirement plan administration or a similar financial services role.
  • Strong analytical skills with a keen attention to detail.
  • Excellent decision-making abilities with a capacity to handle complex situations.
  • Proven track record of meeting and exceeding service level agreements.
  • Ability to work effectively in a fast-paced and dynamic environment.
  • Strong interpersonal and communication skills, capable of working collaboratively in a team setting.
  • Experience with financial reconciliation and reporting.
  • Proficient in using financial software and tools relevant to retirement plan processing.
  • Availability to work on-site as per business requirements.

Pay Range: $22.00 – $24.05 Hourly

This position is based in office and requires the employee to work on-site.

About GDH:
At GDH, we believe in the power of people and the importance of caring. Our culture statement, “We care about people,” isn’t just a tagline – it’s the core of everything we do. GDH is a premier staffing and talent solutions company dedicated to helping businesses find the best talent and assisting job seekers in finding their dream jobs.

Who We Are:
GDH, founded in 2001, has grown into a leader in providing staffing solutions across various industries. We specialize in IT across several sectors, connecting top talent with leading enterprises. As a Best of Staffing firm recognized for excellence in client, employee, talent, and women’s services, we pride ourselves on our commitment to quality and service.

GDH Benefits

GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee’s life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more!  For more detailed information on benefits, please go to GDH’s website under the tab for candidates.

GDH provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, gender, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, ancestry, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable federal, state, and local laws. Applicants with disabilities who require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.

Please visit our notice of collection for California applicants.

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