Entry Level Distribution Specialist
New
N
Nova 401(k) AssociatesFinancial Services
Work from Home; Must work from USAFull-TimeEntry
Salary20 - 25 USD per hour
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Customer serviceAttention to detailOrganizational skillsTime ManagementData entry
Requirements
- Bachelor’s degree.
- Superior organizational and coordination skills.
- Ability to establish priorities and work independently.
- Flexibility, adaptability, and ability to multi-task.
- Coachable and committed to professional development.
- Bilingual speaking ability (preferred).
- Knowledge of Corbel Documents & Pension Pro (preferred).
- Prior experience in the retirement industry (preferred).
Responsibilities
- Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans.
- Identify loan defaults and required minimum distributions (RMDs) from reports.
- Assist participants, clients, and financial advisors with distribution and loan issues and inquiries.
- Update account managers, management, and plan sponsors on request progress.
- Serve as a backup for answering the participant services line and performing data entry.
- Interpret plan documents regarding distributions and loans.
- Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates.
- Maintain up-to-date knowledge on cybersecurity procedures.
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