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Distribution Specialist

Wells Thomas, LLC

in Branford, CT

We are a busy, growing third party administration firm in need of a retirement plan distribution specialist.  This position involves working as part of a friendly, cohesive team processing distributions and loans for many clients with varying plan types and operations, from initial benefit calculations through 1099-R preparation.  This includes distributions on account of termination, hardship, required minimum and other in-service distributions, as well as vesting and loan calculations, and loan paperwork.  We work with multiple daily valuation recordkeepers and with individual brokerage and pooled trust accounts.

Candidate must have a professional and friendly demeanor with excellent written and verbal communication skills. Extremely organized and detail-oriented person with the ability to multi-task and transition between duties seamlessly.  Proficiency in Microsoft office, particularly in Word and Excel, is required.  Experience on ASC valuation system is a plus, but not required.  We are willing to train the right candidate, and are looking for someone with 0-3 years of experience in the retirement field. Prefer 2 year college degree at minimum.

How to Apply

Please email resume to Kris Thomas at

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This ad has been viewed 1612 times. It expires on 3/6/2017.

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