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Loan and Distribution / Contribution Upload Specialist

Aimpoint Pension

in Remote

Logo for Aimpoint Pension

AimPoint Pension is a retirement plan consulting firm with a single-minded goal: deliver a better client experience through a high-touch, tailored approach to customer service. Aimpoint Pension is a fast paced, employee empowered organization with the goal of becoming the best TPA in the industry.  We strive to support our plan sponsor, advisor and CPA clients in every aspect of running the sponsors retirement plan. We’re a team of more than 30 experts serving more than 1,100 retirement plans in 32 states with assets exceeding $1.5 billion. We’re helping tens of thousands of Americans on their path to a financially secure retirement.

We are expanding our Loans & Distributions side of the business and are currently seeking a dynamic, knowledgeable person to grow with our group.  You will work from your home office with the support of AimPoint Pension.

Responsibilities

  • Applying knowledge of ERISA distribution rules in determining eligibility and availability
  • Spend approximately 25% of your week preparing and sending contribution uploads to recordkeepers for select clients
  • Preparation of distribution and loan packages from start to finish, including vesting verifications
  • Preparation of Minimum Required Distributions packages at year end
  • Assisting participants, clients, and/or financial advisors with distribution and loan issues/inquiries
  • Answer phone calls and assist clients and advisors as needed.
  • Willing to work extended hours to meet pre-determined goals and deadlines as needed
  • Updates account managers, management, and plan sponsors as necessary on requests and progress
  • Establishes solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
  • Help with training of new distribution specialists
  • Perform other duties as needed by team members

Qualifications

  • 2+ years of Distribution processing experience
  • Ability to work independently with management review and support
  • High degree of organization and attention to detail
  • Excellent time management and ability to work quickly
  • Ability to communicate effectively with clients, participants and record-keepers
  • Skill to use a personal computer and proficiency in MS Excel and MS Word
  • Ability to establish priorities, work independently, and proceed with objectives without supervision
  • Ability to handle and resolve recurring problems
  • Flexibility, adaptability and ability to multi-task

COMPENSATION & BENEFITS

Our focus is creating superior client service while enabling our employees to create a work/life balance. We offer competitive salaries with incentives and bonus.  Our comprehensive benefits package includes medical, dental, vision, life, a very generous PTO policy, and 401(k) with a fully vested company match, paid holidays, and education reimbursement.

How to Apply

Application Process:

Send resume to : resume@theaimpointgroup.com

Include salary requirements. References will be asked for of top candidates. All candidates subject to background checks.


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