Distribution Coordinator

2 weeks ago

Phoenix, United States FuturePlan Full time

**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.

We are proud to be an Equal Opportunity Employer

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