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Distribution Processor

Duncan Financial Group, LLC

in Remote / Irwin PA

Duncan Financial Group is seeking a distribution processor to join our Plan Administration Department.  Duncan offers competitive pay, opportunity for growth and a generous benefits package.  

• Communicate with clients, participants and vendors via telephone and email for all distribution processing
• Prepare/send year-end terminated participant notices
• Prepare/send distribution forms and loan paperwork to plan participants
• Monitor/track distribution and loan information
• Record, track, and ensure all distribution fees are received
• Process all required involuntary force-outs and auto rollovers
• Keep current on all recordkeeper processes for distributions and force-outs 
• Process annual loan maintenance fees
• Have an understanding of vesting percentage calculations
• Assist with QDRO processing
• Utilize employee locator service for missing participants
• Proficient MS Office and computer skills
• Ability to multitask
• General office experience
• Attention to detail
• Process driven

How to Apply

To apply, please email your resume to bgongloff@duncangrp.com

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