Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

DC Plan Administrator

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

Account Representative

Nolan Financial
(Remote / Bethesda MD)

Nolan Financial logo

Customer Experience Specialist

Aimpoint Pension
(Remote / Pompano Beach FL)

Aimpoint Pension logo

Senior Account Analyst

Nolan Financial
(Remote / Bethesda MD)

Nolan Financial logo

401(k) Recordkeeping Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

Plan Compliance Analyst (Administrator)

RPA
(Remote / Falls Church VA)

RPA logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Remote)

Cetera Retirement Plan Specialists logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / Tacoma WA / CO / OR)

Farmer & Betts, Inc. logo

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)
(Remote)

Qualified Plan Consultants, LLC (QPC) logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Senior Retirement Plan Administrator

TPS Group
(Remote / Buffalo NY)

TPS Group logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Distribution and Loan Specialist

Campbell Albrecht

in Woodland Hills CA

Would you like to join a vibrant and growing independent southern California Third Party Administration firm?  If you have defined benefit and defined contribution plan experience, value customer service, excel at solving plan issues, and possess excellent verbal and email communication skills, Campbell Albrecht would like to talk to you.

We are looking for someone who is experienced in all aspects of distribution and loan activities.  

Our preferred candidate will have some or all the following attributes:

  • A minimum of 3 years’ working knowledge of qualified retirement plan distributions and loans
  • Familiarity with Access
  • Experience with unbundled recordkeepers such as John Hancock, Transamerica, Empower, and American Funds
  • Knowledge of pooled PS accounts is a plus
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking
  • Excellent communication and writing skills
  • Ability to multitask in a team environment, prioritizing workflow for self and team.

Job Responsibilities

  • Maintain client and advisor relationships with a high client retention rate
  • Monitor distribution workflow to ensure requests are processed accurately and efficiently.
  • Review of benefit election forms and distribution authorizations.
  • Update all benefit elections forms or loan request forms when required.
  • Effective communication with Campbell Albrecht staff, plan participants, clients, and financial advisors to address any questions to distributions or loans. 
  • Maintain efficient workflow and clean records.
  • Perform work according to Campbell Albrecht policies and procedures
  • Future responsibilities may include moving our firm into a completely paperless loan and distribution environment. 
  • Fluent in Spanish a plus

Benefits

This position includes a 36-hour work week, a competitive compensation package including medical insurance, dental insurance, life insurance, a 401(k) plan, and generous paid time off, including a flexible holiday schedule and floating holidays.  We also have a massage therapist visit our office in Woodland Hills twice a month!  

In addition, if you do not have an ASPPA (or NIPA) designation -- or if you want to obtain the next one -- we pay for the training.

How to Apply

If you would like to work for us, or get to know us better, please send your resume to Jim@campbellalbrecht.com.


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.