Distribution Coordinator

2 weeks ago

Phoenix, Arizona, United States Ascensus Full time

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at

Section 1: Position Summary

The Distribution Coordinator position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole.

Section 2: Job Functions, Essential Duties and Responsibilities

Disbursements:

  • Support timely and accurate processing of disbursements
  • Research and resolve outstanding issues as it pertains to distributions processing
  • Basic understanding of 1099R record process by researching and resolving all discrepancies on payouts including applicable state and federal tax withholding, fees, etc.
  • Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or resolved timely.
  • Timely and accurate follow up with clients for un-cashed and/or voided distribution checks.
  • Effectively communicate (verbal/written) with clients on transaction forms that are not in good order and follow up as necessary to ensure timely completion.
  • Identify escalated issues/concerns and refer these to your leadership team.

General duties and responsibilities:

  • Consistently provide a high level of customer service while communicating and coordinating with internal/external business units to assist in issue resolution.
  • Document procedures and workflows.
  • Seek out training opportunities offered through the Learning Center. Continuously increase skill set on less familiar topics that have an influence on the department.
  • Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.

Section 3: Experience, Skills, Knowledge Requirements

  • 1-3 years of office administration preferred
  • Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks.
  • Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. .
  • Works efficiently with a pre-defined schedule or set of existing priorities. Responsibility to manage own tasks, but may need assistance dealing with conflicting priorities.
  • Ability to complete daily work as assigned.
  • Familiarity MS-Office software applications, including Excel & Word

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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