Loans & Distribution

Key Responsibilities

• Manage inflow of requests that come in overnight that are assigned to you
• Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors’ websites to approve online requests and run reports when needed
• Answering and returning calls from recordkeepers, customers, participants but not limited to.
• Administrative work that includes a variety of reports, data entry, research, documentation review
• Ensuring timely and accurate processing of distributions and loans
• Resolving issues as they pertain to distribution and loan processing
• Managing relationships with multiple recordkeepers to ensure compliance and seamless processing.
• Keep PensionPro, FT William, recordkeepers, ERISApedia current.

Minimum Qualifications

• Preferred minimum of 2-3 years of experience with retirement plan documents.
• Experience working in a high-volume processing environment.
• Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics.
• General understanding of plan document language to ensure proper handling of requests
• Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus.
• Outstanding verbal and written communication skills for top-notch customer service.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• A keen eye for detail, compliance, and accuracy.
• Self-starters and own their body of work.

Pay Transparency Statement

The anticipated pay range for this position is $45,000-$55,000 annually.

Value-Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.