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Benefit Payment/Distribution Specialist
1 month ago
Experience in the retirement plan industry preferred, particularly with distribution and loan processing within defined contribution plans, defined benefit experience a plus. Willing to train the right candidate. Those with related education/experience will be prioritized. Bi-lingual English and Spanish speaking is a bonus. Candidates must possess the ability to learn new systems, multitask and prioritize effectively. Attention to detail and excellent professional communication skills are imperative.
- ·Assist clients with distributions and loans from retirement plans
- Engage in significant written and phone communication
- Maintain electronic and physical filing systems
- Learn the fundamentals of retirement plan administration
- Use of standard office equipment, proficiency in Microsoft Word & Excel
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