Loans & Distribution Specialist
New
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Strongpoint PartnersRetirement Services
Can be performed from anywhere within the United States, Central and Eastern time zones preferredFull-TimeMiddle
Salary$45,000-$55,000 annually
Apply NowOpens the employer's application page
Job Details
- Experience
- 2-3 years
- Required Skills
- Microsoft ExcelPowerPoint
Requirements
- 2-3 years of experience with retirement plan documents.
- Experience working in a high-volume processing environment.
- Highly organized to manage multiple requests and meet 24-48 hour processing metrics.
- General understanding of plan document language.
- Outstanding verbal and written communication skills.
- Proficiency in Microsoft Office applications including Word, Excel, and PowerPoint.
- Keen eye for detail, compliance, and accuracy.
- Ability to work independently and own body of work.
- Experience with Empower, Voya, John Hancock, Principal, or TransAmerica recordkeeper platforms is a plus.
Responsibilities
- Manage inflow of requests assigned overnight.
- Assist participants by navigating vendor websites to approve online requests and run reports.
- Answer and return calls from recordkeepers, customers, and participants.
- Perform administrative tasks including data entry, research, documentation review, and report generation.
- Ensure timely and accurate processing of distributions and loans.
- Resolve issues related to distribution and loan processing.
- Manage relationships with multiple recordkeepers to ensure compliance and seamless processing.
- Update and maintain records in PensionPro, FT William, and ERISApedia.
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