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Distributions + Loans Analyst

Ubiquity Retirement + Savings

in Telecommute / AZ / CA / CO / FL / IL / KY / LA / MA / NJ / NV / NY / OH / OR / RI / SC / TN / WA

Logo for Ubiquity Retirement + Savings

Company Description

Ubiquity Retirement + Savings® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record keeping. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. For over 2 decades, we have helped workers save more than $2.5 billion and opened retirement plans for 9,000+ small businesses—pioneering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! Learn more at:

The only thing as unique as our business model is our company culture. We thrive on accountability, collaboration, and transparency. Proudly one of the Best Places to Work in the Bay Area and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. With mottos like "Freedom With Accountability," we are a family of friends who like to get it done and do it with passion.


Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)

Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)

Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today. 

Job Description

Our Distributions + Loans Analyst is responsible for assisting our clients and participants with all requirements associated with the processing of their distribution and loan requests.

Core Responsibilities

  • The processing of distributions and loans on our record keeping platform and ensuring that all checks and tax records are produced timely and accurately
  • Ability to understand and work within the processing of checks/wires and tax related requirements for each of our custodial agents
  • Following up with employers to collect any missing information needed to process distribution requests 
  • Correspond with clients and other departmental personnel
  • Ensure that service level agreements are met and errors are reviewed and corrected in a timely fashion
  • Ensuring the validity and accuracy of data on our recordkeeping platform – Paradigm.
  • Responsible for assisting with projects related to 1099R tax validation, RMDs, and uncashed checks
  • Solid understanding of company policies, practices and service standards to ensure appropriate expectations are set and met with clients
  • Ensure that client needs, requests and challenges are addressed in a timely manner
  • Contribute to finding ways to improve processes and create efficiencies



401K knowledge - Knowledge of IRS and DOL regulations as it relates to the processing of distributions/loans

Customer Focus - Keeps internal and external customers in mind at all times. Proactively address client and participant concerns and involves them in all stages of processing

Organizing - Capable of managing multiple clients and priorities, and thrive in a deadline-driven environment with frequently changing priorities

Communication - Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ message and educate sponsors or providers for a successful submission over the phone.

Integrity - Ability to develop and ensure high standards of quality control that promotes accuracy and accountability and minimize operational risk.

Skills + Experience

  • Minimum 3 years of experience in processing distributions and loans
  • Critical thinking skills to analyze the logic of the system validation errors.
  • Strong attention to detail and high degree of accuracy
  • Ability to diagnose problems
  • Ability to work autonomously
  • Process improvement – track record of improving processes
  • Excellent follow through and communication through email and phone
  • Intermediate excel knowledge  
  • Project management experience a plus
  • Salesforce experience a plus

How to Apply

This is a salaried, full-time position. Remote candidates will be considered and are encouraged to apply. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.

We are focused on building a diverse and inclusive workforce. If you’re excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

  • Competitive compensation package
  • 401(k) company match (up to 4%)**
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Fun social events and outings
  • Emphasis on internal promotions
  • Regular performance reviews
  • Telecommuting

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.

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