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Distributions Specialist

Bates & Company

in Winter Park FL

Bates & Company

We are seeking a full time and qualified candidate for our Distributions Department. This is a full-time position and is available immediately.

The position is based in our Winter Park, Florida office.

Responsibilities include:

  • Processing distribution, loan and QDRO requests
  • Experience in this area is a must
  • Knowledge of and working with various recordkeeper platforms processing distributions is required
  • Must be a detail oriented person to ensure proper quality control
  • External communication with clients, recordkeepers, and financial advisors
  • Need creative team member who can suggest improvements in processes
  • Candidates must be self-motivated, extremely organized, a self-starter, and willing to take ownership to enhance procedures
  • Salary is based on experience

We are a growing firm, and we treat each client with care and respect. If you're looking to take added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.

How to Apply

To apply, email resume to: susan@batesco.com


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