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Distribution and Loans Specialist

Bates & Company, Inc.

in Winter Park FL

Logo for Bates & Company, Inc.

Bates & Company, Inc., a third party administrator for retirement plans, is looking for our next top notch team member. We are looking for a reliable, outgoing individual who's excited to take on new challenges and start the next chapter in their career. We are seeking an experienced candidate to take on the role of Distribution and Loans Specialist.


  • Documenting, Review and Processing of all paper and electronic distribution, loan and QDRO requests
  • Monitor a workflow database daily for new requests and requests which require additional quality control or follow-up with the recordkeeper, client or plan participant.
  • Process the incoming requests timely, according to internal service standards.
  • Plan document interpretation and application
  • Determination of type of request and permissibility
  • Effective communication with both internal and external plan contacts
  • Working knowledge of distribution and loan processes and procedures with various recordkeepers, is preferred.
  • Candidates must be self-motivated, very organized and detail oriented to ensure proper quality control


We pride ourselves in superior client service while ensuring a life/work balance for our employees.  We are a growing firm, and we treat each other and the 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 salaries with incentives and annual bonuses. Our  benefits package includes medical, dental, vision and life insurance, three weeks PTO, plus additional floating holiday, and birthday day, with a 401(k) plan providing a 3% fully vested Safe Harbor contribution, and industry related education reimbursement.

How to Apply

If interested, please send your resume to for consideration.

A Verified Employer
Bates & Company, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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