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Pension & Loan Distribution Specialist

Scholz & Friends Enlightened Retirement Group, Inc.

in San Antonio TX

Entry Level Loan & Distribution Specialist

Scholz, & Friends Enlightened Retirement Group, Inc., San Antonio, Texas

Helping people change their lives, for the better, directs every action we take at Scholz & Friends Enlightened Retirement Group, Inc.  We are committed to providing the highest level of retirement plan administration services to the advisory and business community we serve.  Our service focused, professional team approach creates value for our “Friends”, with appropriate, timely, accurate and personalized services.

We provide consulting and pension administration services for all types of qualified retirement plans including, 401(k), Profit Sharing, Cross-Tested and traditional Defined Benefit including Cash Balance Plans.  We do not provide daily valuation or participant level recordkeeping services.  Instead, we maintain our focus on consulting, compliance and other administration services.  Our investment partners include John Hancock, American Funds, Mass Mutual, Lincoln Financial and TransAmerica to name a few.

We are currently seeking an entry level Loan & Distribution Specialist. 1-2 years of experience in a pension administration firm or pension related industry required.

Experienced candidates will be expected to:

  • Process Plan Distributions and Loans
  • Communicate effectively – verbally and in writing
  • Proficient in Excel
  • Exceptional organizational skills, strong attention to detail, and ability to multi-task
  • A desire to learn the pension administration business
  • A friendly “can do” attitude is a must
  • Bi-lingual is preferable but not a requirement

As one of the primary contacts for our clients, a positive attitude, excellent math skills, problem solving, as well as good organizational, friendly customer service and communication skills are required.  We hire for attitude and will provide the necessary training.  We are looking for someone who will grow with our organization.

We provide compensation based on performance, 100% paid health/dental/disability insurance, 401(k) Plan with safe harbor and discretionary profit sharing contributions, educational reimbursement for pension related programs, paid major holidays, a fun working “San Antonio Lifestyle” environment with potential for bonus and truly unlimited growth opportunities.

If you are looking for a place to make a real difference in people’s lives, we may be the employment home you have been looking for.

No phone calls or employment agencies accepted.

How to Apply

Interested candidates please respond via email to: belinda@scholzfriends.com


This ad has been viewed 834 times. It expires on 10/20/2018.

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