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Distribution and Loan Specialist

The Benefit Advantage

in Remote / West Bloomfield MI

Details:  The Benefit Advantage, Inc. (TBA) is an aggressively growing boutique firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients. 

Responsibilities include but are not limited to:

• Scan/Index retirement plan participant related distribution & loan forms as they are received following internal process
• Review for actions needed on processed loan requests including obtaining/preparing of loan amortization schedule and/or promissory note 
• Review for actions needed on processed distributions from brokerage accounts including plan set-up and entering of final record in vendor system
• Monitor internal reporting and prepare distribution packets for terminated plan participants
• Other departmental duties as needed and assigned

Qualifications:

• Proficient with Microsoft Office Suite
• Proficient in using the internet
• Excellent written, verbal, active listening and interpersonal skills required
• Excellent organizational skills & task oriented
• Acute attention to detail
• Independently manage workload and prioritization of duties
• Meeting internal and external deadlines
• Commitment to excellence in providing a positive client experience
• Ability to work efficiently in a fast paced environment
• ASPPA or NIPA certificate or certification a plus, but not required.

Benefits:

• Health Insurance
• Life Insurance
• 401(k) & Cash Balance Plan
• Personal/Vacation and Flex Time
• Competitive Compensation based on level of experience

How to Apply

Email your resume to: cpauli@tba401k.com 

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