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Retirement Plan Distribution Specialist

Karel-Gordon & Associates

in Northbrook IL

Karel-Gordon & Associates is looking for a new team member to join us as Retirement Plan Distribution Specialist.

We are a well-established actuarial, consulting and retirement plan administration firm located in Northbrook, IL. As we continue our steady growth, we are looking for the right people to join our team.

We have a collaborative, friendly work environment, offer a competitive salary, and provide a valuable benefits package. We offer all team members the ability to work from home throughout the COVID-19 pandemic.

We are looking for a new team member that has some of the following skills, experience and attributes. The person filling this role will be trained to perform all job functions that are required for this position:

• At least 2 years of experience working with qualified retirement plans (401(k) Plans, Profit Sharing Plans and/or DB Plans)
• At least 2 years of experience with loan processing and/or payroll processing
• At least 2 years of experience working in a role that involves a high volume of detailed transactions.
• At least 2 years of experience working in an office.
• Experience working with stringent daily deadlines that may require extra hours during our busy season.
• Ability to ask pertinent/relevant questions to clarify and advance understanding on complex topics
• Degree in Finance, Mathematics, or Accounting
• Ability to prioritize workload to meet deadlines on various tasks and projects
• Experience that demonstrates strong organizational, analytical and detail-oriented skills
• Desire to learn and grow within a firm
• Experience composing professional emails and communicating professionally and respectfully on the phone
• Experience working with stringent deadlines that sometimes require extra hours during our busy season
• Ability to work independently and collaboratively
• Ability to handle duties with confidentiality and extreme professionalism
• Proficiency in Excel, Adobe, Word and Outlook

How to Apply

Please email a resume and cover letter to jobs@karelgordon.com. Reference BL2

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