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Transactions Specialist

BlueStar Retirement Services, INC.

in Telecommute / Jacksonville FL

Logo for BlueStar Retirement Services, INC.

Overall responsibility
Process participant account transactions, including loan payoffs, incoming rollovers, distributions, and loans.

Key areas of responsibility

  • Develop new technical skills and expand knowledge of our systems and recordkeeping software to find better ways to service our clients and adapt to system changes and upgrades
  • Act as BlueStar’s ambassador to its clients
  • Manage Freshdesk tickets and provide accurate and timely responses to participant questions
  • Track in PlanConnect incoming distributions and loan distributions
  • Reach out to participants to obtain additional documentation or clarify instructions as needed
  • Provide support to Call Center regarding questions on distributions and loans
  • Assemble and collect as necessary all required participant documentation for the requested transaction
  • Ensure security requirements are met prior to processing distribution or loan
  • Properly tag and upload forms into the document vault
  • Review vesting and years of service to ensure that the participant receives the proper distribution
  • Correct vesting issues within Relius
  • Review request to ensure request conforms to plan document requirements for termination distributions
  • Review request to ensure request conforms to plan document related to in-service, EACA, RMDs, death distributions and source-level restrictions
  • Evaluate hardship distributions and prepare Hardship Review Form
  • Enter transactions on MPC in accordance with the request
  • Determine death beneficiaries and evaluate separation of benefits to beneficiaries
  • Evaluate Domestic Relations Orders and make recommendations regarding their qualified status
  • Evaluate and track all incoming rollover requests
  • Maintain excellent relationship with plan sponsors and participants, following up as needed on any outstanding transaction items
  • Monitor and process any returned distributions and loans, including looking up lost participants
  • Act with a sense of urgency recognizing the downstream effect of delays in processing
  • Execute 1099R correction requests as necessary
  • Follow BlueStar procedures for maintaining records of all participant request forms


  • Commitment to making the customer’s experience as easy as possible
  • Ability and desire to get the details right
  • Belief that technology can help us work better, faster, and smarter
  • Ability and desire to think outside the box for new, creative solutions
  • Willingness to work within existing procedures to ensure accurate controls
  • Willingness to adapt and continuously change to meet new situations and to enhance our service offering
  • Commitment to life-long learning
  • Proficient with basic computer skills
  • Team player
  • Dedicated to adhering to latest procedures to ensure timely processing
  • Ability to meet deadlines
  • Recognizes the need to act with a sense of urgency without sacrificing quality
  • Dedicated to expanding industry knowledge
  • Clear understanding of the importance of communicating clearly with internal and external service partners and with clients
  • Clear understanding of the need to handle sensitive information with an abundance of caution

Required Skills

  • Ability to utilize office equipment such as computers, phones and photocopiers throughout the workday
  • Ability to communicate in a courteous and professional manner both in writing and over the phone
  • Ability to organize and manage multiple priorities
  • Ability to manage data and process financial transactions with a high degree of accuracy
  • Ability to use all available tools to clearly document progress of all transactions
  • Ability to effectively troubleshoot and offer suggested solutions
  • Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact’s attention for further review

How to Apply

Please email your resume to for consideration. 

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