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Distribution Manager

Goldberg, Swedelson & Associates

in Encino CA

Logo for Goldberg, Swedelson & Associates

We are looking for a Distribution Manager who is experienced in distribution activities and procedures related to Qualified Retirement Plans.  The Distribution Manager is a member of and is responsible for the team that assists participants that have terminated employment, request a distribution or loan, need to take an RMD or are ready to retire and want to start receiving their benefits.  This position is responsible for ongoing delivery to ensure high quality service for Participants, and includes call quality management, scheduling, delegating work to meet deliverables and tracking the status of outstanding issues.

Position requirements:

  • A minimum of 3 years of well-rounded experience in the employee benefits field.
  • Working knowledge of Defined Contribution and Defined Benefit plans.

Preferred Experience:

  • One or more Professional designations (ASPPA, NIPA).
  • Experience with FT William.
  • Familiarity with PensionPro helpful.
  • Experience with unbundled record keepers such as John Hancock, Empower, and American Funds as well as balance forward (pooled) accounts.
  • Multi-tasking, working in a Team environment and prioritizing workflow for self and team.
  • Fluent in Spanish.

Responsibilities include:

  • Monitor distribution workflow to ensure requests are processed accurately and efficiently. 
  • Review of benefit election forms and distribution authorizations.
  • Communication with Senior Technical Team on workflow status and deadline maintenance.
  • Effective communication with plan participants, clients and advisors to address questions regarding distribution provisions.
  • Maintain a thorough knowledge of database applications, work policies and procedures.
  • Demonstrate knowledge and familiarity with internal documentation in a paperless environment.

Our firm places a premium on client service and we would expect the candidate to naturally think along the same lines. Effective verbal and writing skills are required.  We have a large client base of smaller / medium sized plans, none of which require an audit.  We are open to local candidates and this position would be in our Encino office.

Our benefits include medical insurance, dental insurance, Profit Sharing 401(k) plan and vacation / sick days.

How to Apply

Email your cover letter, resume and salary requirements to:

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