Benefit Payment/Distribution Specialist

1 month ago


West Hartford, United States Wells Thomas, LLC Full time
Job DescriptionJob Description

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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