Loan and Distribution Specialist for Gorrelick, Tievy & Abacus in Rockville MD 
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Loan and Distribution Specialist

Gorrelick, Tievy & Abacus

in Rockville MD

Gorrelick, Tievy & Abacus is currently interviewing for an experienced Loan and Distribution Administrator.  Position is in-office only and not a remote opportunity.

Working as a member of the Payout Team, processing loan and distribution paperwork for Qualified Retirement plans includes:

  • reconciliation of outstanding loans
  • calculation of loan availability
  • preparation of loan documentation as needed
  • review and processing of distributions
  • calculation and processing of RMD’s
  • review and processing of hardships
  • and other related tasks.

Qualifications

  • Minimum 1 year experience in loan and/or distribution processing.
  • Bachelor’s Degree
  • Working knowledge and ability to grasp legal concepts, reviewing and understanding plan documents.
  • Ability to work independently and as part of a team
  • Ability to interact via email and telephone with plan sponsors and multiple vendors/brokers.
  • Attention to detail and ability to multi task.
  • Proficiency with Microsoft Office applications is expected.
  • ASPPA or NIPA certificate or certification a plus, but not required.
  • Proficiency with ASC preferred but not required.

We place a strong emphasis on career development and continuing education.  We offer a business casual environment, competitive salary, and a generous benefits package.

How to Apply

Submit your cover letter, including salary requirements, and resume to jobs@gtpension.com         

Visit our web site.


This ad has been viewed 362 times. It expires on 6/8/2018.

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