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Distribution and Loan Specialist

Campbell Albrecht

in Woodland Hills CA

Would you like to join a vibrant and growing independent southern California Third Party Administration firm?  If you have defined benefit and defined contribution plan experience, value customer service, excel at solving plan issues, and possess excellent verbal and email communication skills, Campbell Albrecht would like to talk to you.

We are looking for someone who is experienced in all aspects of distribution and loan activities.  

Our preferred candidate will have some or all the following attributes:

  • A minimum of 3 years’ working knowledge of qualified retirement plan distributions and loans
  • Familiarity with Access
  • Experience with unbundled recordkeepers such as John Hancock, Transamerica, Empower, and American Funds
  • Knowledge of pooled PS accounts is a plus
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking
  • Excellent communication and writing skills
  • Ability to multitask in a team environment, prioritizing workflow for self and team.

Job Responsibilities

  • Maintain client and advisor relationships with a high client retention rate
  • Monitor distribution workflow to ensure requests are processed accurately and efficiently.
  • Review of benefit election forms and distribution authorizations.
  • Update all benefit elections forms or loan request forms when required.
  • Effective communication with Campbell Albrecht staff, plan participants, clients, and financial advisors to address any questions to distributions or loans. 
  • Maintain efficient workflow and clean records.
  • Perform work according to Campbell Albrecht policies and procedures
  • Future responsibilities may include moving our firm into a completely paperless loan and distribution environment. 
  • Fluent in Spanish a plus


This position includes a 36-hour work week, a competitive compensation package including medical insurance, dental insurance, life insurance, a 401(k) plan, and generous paid time off, including a flexible holiday schedule and floating holidays.  We also have a massage therapist visit our office in Woodland Hills twice a month!  

In addition, if you do not have an ASPPA (or NIPA) designation -- or if you want to obtain the next one -- we pay for the training.

How to Apply

If you would like to work for us, or get to know us better, please send your resume to

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