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Distribution Specialist

ERISA Services Inc.

in Telecommute

Logo for ERISA Services Inc.

We are currently seeking a Distribution Specialist to join our Relationship Manager Team.  This position leaves room for growth for the right person. If you meet the qualifications and experience listed below, have a positive can do attitude, the drive to excel and the tenacity to move up in a company, then please submit your resume for consideration. 

The Position

As part of a Distribution team, this position actively manages all aspects of the distribution process for all of our clients and is responsible for assisting the Plan Administrators and Relationship Mangers with various tasks as outlined below. As the primary contact for distributions, the Distribution Specialist provides accurate distribution forms, Prompt, Personal and Professional assistance to our client and their participants, CPAs, various platforms and Advisers. 

A little bit about ERISA Services

ERISA Services, Inc. was founded in 1981 to specifically focus on retirement plan design, and tax advantaged savings plans for small to mid-sized businesses. Our purpose is to help employers and their employees become Retirement Ready. 

With over 39 years in business and more than 500 combined years of personnel tenure in the retirement and pension industry, ERISA Services, Inc. represents clients spanning various industries including: investment companies, financial groups, manufacturing companies, medical and other professional practices, hospitals and other health organizations, traditional family-owned businesses, and sole proprietorships. We look forward to the future as we continue to serve our current clients, and enthusiastically accept new opportunities to help plan sponsors and participants reach their retirement plan goals. Keeping in mind the specific needs and goals for our clients, our services are provided with all of the personal service and hometown feeling we so proudly associate with ERISA Services.

Primary Responsibilities

  • Prepare and process client loan packages and distributions on a large scale.
  • Prepare and process required minimum distributions and force outs on a large scale.
  • Answer phone calls and assist clients and advisors as needed.
  • Any other task as requested by Relationship Manager.
  • Willing to work extended hours to meet pre-determined goals and deadlines as needed. 

Qualifications and Experience

  • 1-3 years of experience processing retirement plan distributions.
  • Proficient MS Office and computer skills.
  • Proficient typing skills.
  • Display discreetness, awareness and confidentiality of work.
  • Ability to process large amounts of detailed work while maintaining meticulous attention to detail and accuracy.
  • Must possess analytical skills with the ability to work independently, proactively and with a sense of urgency.
  • Above average organizational skills, both electronically and paper.
  • Ability to establish priorities and meet pre-determined deadlines.
  • Ability to work as part of a team across all teams with a positive attitude.
  • Above average written and verbal communication and follow through skills.
  • Above average customer service skills.
  • Willingness to be flexible related to internal and external deadlines and/or Team Member requests for support.

Robust Benefits Package: ERISA Services offers a competitive benefits package to include 3 weeks of PTO, 10 paid holidays, Medical, Dental, Vision, Short Term Disability, Long Term Disability, Group Life and Voluntary Life, AFLAC, Legal Shield, 529 College Savings Fund.

How to Apply

Submit your resume along with a cover letter to:

ERISA Services Hiring Manager
PO Box 24628
Knoxville, TN 37933

Or

Email:  hiringmanager@erisaservices.com

ERISA Services is an EEO & Drug free workplace.


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