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Distributions Manager

Professional Capital Services

in Philadelphia PA

A rapidly growing Center City, Philadelphia 401(k) record keeping company is seeking an experienced Distributions Manager to fulfill an opening in their Operations department.  This is an excellent opportunity for a self-starter interested in utilizing accounting, technical and organizational skills in a fast-paced environment in a diversified position.


  • Manage the daily distribution processes including:
    • Participant level distributions including terminations, hardships, loans, RMD’s, etc.
    • Stop pay and reissues for checks already sent
    • Process and payout fees
    • Ensure corrective distributions are processed timely and correctly
  • Training of distribution staff on processes to ensure everyone is working the same way.
  • Make sure that QC’s are in place to prevent errors from occurring or being repeated.  Ensure that processes are being properly followed by the appropriate parties.
  • Manage the quarterly processes for the department which includes RMDs, Auto Rollovers, Small Balance Clears, and 402g Excesses.
  • Manage the daily reports for the department to ensure all distributions and loans are being processed timely and accurately
  • Assist with client requests involving errors in processing, 1099 corrections, new distribution requests, etc.
  • Answer participant questions regarding their distributions that have been requested and follow up with participants for additional information that is needed to process their requests.


  • Bachelor degree strongly preferred.
  • Minimum 3 years of experience as a manager preferably in a corporate environment.
  • Strong ability to use MS Office packages, including MS Word and specifically Excel. Ability to manipulate large data sets using excel tools.
  • General system experience – preferably Relius and/or Salesforce.
  • Strong communication skills along with the ability to work independently and perform multiple tasks simultaneously.

How to Apply

Please send resume to Thank you!

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This ad has been viewed 1064 times. It expires on 9/23/2017.

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