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Financial Processor (Distributions Specialist)

Retirement Solutions Specialists, LLC

in Remote / Jacksonville FL

Logo for Retirement Solutions Specialists, LLC

Financial Processor (Distributions Specialist)

Do you want to join a small business with a solid reputation where we pride ourselves on having a collaborative, positive, family-like work environment?  

We are currently seeking full time Financial Processor to join our growing TPA firm.

We offer a competitive compensation and benefits package. This position can be either in-office or remote.  The ideal candidate will:

  • Be a self-starter and possess a mindset of always putting the client and participants first
  • Work both independently and collaboratively with a small team and managers
  • Review and process high volumes of 401(k) distributions and loan requests
  • Determine eligibility and availability with knowledge of ERISA distribution rules
  • Manage all stages of physical paperwork and online requests
  • Assist participants with money in and money out transactions
  • Evaluate and track rollover requests
  • Evaluate and review hardship distributions, ensure proper documentation is included
  • Evaluate plans for force outs and process as required
  • Track vesting for all participants as necessary
  • Identify loan defaults and RMDs from reports online or provided by plan sponsors
  • Update account managers, management, and plan sponsors as necessary on requests and progress in a timely fashion
  • Input and follow tasks in PensionPro
  • Monitor databases for discrepancies in vesting, important dates, addresses
  • Have a working knowledge of various record-keeping websites
  • Establish solid working relationships with all vendors and plan sponsors to ensure open and accurate communication regarding status and eligibility
  • Perform other duties as assigned

JOB REQUIREMENTS:

  • A minimum of 2 years of experience with 401(k) plans required
  • A minimum of 2 years of retirement plan distributions experience preferred (in a TPA environment a PLUS)
  • RPF Certification required
  • QKA preferred
  • Reliable with strong time management and organizational skills in a fast-paced environment
  • Capable of multi-tasking, while maintaining focus and attention to details
  • Ability to retain numerous and varied processing procedures
  • Ability to meet deadlines and handle fluctuations in work volume
  • Enhanced computer knowledge and Excel skills, and the ability to work with complex spreadsheets; must be able to work independently in Outlook, Word, Excel, OneDrive and Adobe (PDFs)
  • Possess good reconciliation skills and strong problem-solving skills
  • Ability to coordinate with Team Lead and Plan Administrators regarding work requests
  • Possess high integrity and accountability
  • Collaborative mindset to work with team members from all divisions and different levels in the organization

Benefits for Full-Time Employees include annual discretionary bonuses, a 401(k) Plan with 3% SH-NEC Employer contributions, a paid time off policy, paid sick time, paid Holidays (NYSE Market Holidays), Short-Term Disability and Life Insurance, FSA and DCA, all in addition to Medical, Dental and Vision options. 

Visit our website: www.retiresolutions.net

How to Apply

Apply by sending your resume to jobs@retiresolutions.net 


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