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.