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Contributions & Distributions Specialist

NestEggs Retirement Plan Services Inc

in Telecommute / Jacksonville FL

Logo for NestEggs Retirement Plan Services Inc

NestEggs is seeking a Contributions/Distributions Specialist to assist in processing participant contribution and distribution requests. The CN/WD Specialist will perform in a manner that continues to separate NestEggs as an industry leader and service provider. This role should naturally promote NestEggs’ intellectual, value-added offering by providing accurate, timely processing of Plan and Participant requests.

ESSENTIAL FUNCTIONS

  • Processes participant contribution and distribution requests.
  • Documents processes and procedures that ensure accuracy and visibility. Improves controls and efficiencies whenever possible.
  • Communicates with participants on distributions and general inquiries.
  • Assists Plan Consultants with various tasks and projects centered around the participant experience.
  • Candidate will need to learn NestEggs Participant-facing technology platforms and portals. Help train clients on use, develop tutorials or instructions as needed, and answer questions about processing.  
  • Must be technology savvy and have the ability to train users with various comfort levels regarding technology.

POSITION QUALIFICATIONS

  • Proficient with Schwab Retirement Technologies (SRT)
  • Proficient with Microsoft Office Programs
  • Embraces technology
  • Ability to thrive in a small-business, entrepreneurial environment
  • Business/Accounting/Finance Experience preferred

PERSONAL ATTRIBUTES

  • Exceptional communication skills, articulate
  • Self-starter and quick learner
  • Excellent time management skills
  • Collaborative, team-oriented
  • Career-Oriented, as demonstrated by continual self-improvement and learning
  • Willing to take ownership over responsibilities
  • Organized, efficient and great attention to detail

How to Apply

Please email jay@nesteggs401k.com to apply. 


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