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Distribution Specialist

Hicks Pension Services

(Remote / CA / UT)

Hicks Pension Services is a family owned and operated TPA, specializing in retirement plan administration since 1968. Headquartered in California, we administer thousands of plans throughout the United States. We appreciate your interest and look forward to supporting your growth in the industry as a member of our team!

We are seeking a highly organized and detail-oriented individual to serve as a distribution specialist and assistant to a plan administrator.

Key Responsibilities:

• Review and process loans and distributions for plan participants
• Communicate with plan participants, plan sponsors and advisors by email and phone
• Complete distributions forms, prepare letters of intent and participant distribution notices
• Support our Administrators by preparing reports, reviewing and importing census data, and downloading statements
• Answer and direct phone calls

Qualifications:

• Must live in California or Utah
• Strong attention to detail and ability to maintain accurate records
• Must be able to manage own time and schedule
• Excellent communication skills
• Ability to work independently and as part of a team
• Prior experience in the retirement plan industry is a plus.

Benefits:

• Competitive salary
• 100% employer paid health insurance for employee
• 401(k) with 4.5% Safe Harbor Match
• Unlimited PTO

How to Apply

To apply, please email your resume to admin@hickspensionservices.com

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