Retirement Distribution Specialist

Help People Access Their Retirement Benefits with Confidence

Join our growing Retirement Services team and play a critical role in supporting retirement plan participants, beneficiaries, and clients. As a Retirement Distributions Specialist, you will be responsible for processing retirement plan distribution requests accurately and efficiently while ensuring compliance with plan provisions, regulatory requirements, and internal service standards.

This role is ideal for detail-oriented professionals who enjoy working with data, solving problems, and delivering exceptional client service in a fast-paced financial services environment.

Key Responsibilities:

Distribution Processing & Administration

• Process retirement plan distribution requests accurately and in accordance with established procedures and plan requirements.
• Verify participant eligibility, calculate distribution amounts, and prepare required documentation.
• Ensure transactions are completed within established service levels and deadlines.

Data Accuracy & Record Maintenance

• Enter and maintain distribution data in company systems with a high degree of accuracy.
• Review forms, beneficiary information, tax elections, and supporting documentation to ensure completeness and compliance.
• Update participant records and account information to accurately reflect distribution activity.

Compliance & Quality Assurance

• Review transactions for adherence to plan provisions, regulatory requirements, and internal policies.
• Process tax withholding elections and ensure accurate reporting of distributions for tax purposes.
• Perform quality checks and self-audits to identify and correct discrepancies before processing is finalized.
• Maintain complete and accurate records for audit, reporting, and compliance purposes.

Participant & Client Support

• Respond to participant, beneficiary, and client inquiries via email regarding distribution requests and transaction status.
• Provide timely, professional, and courteous support while helping resolve issues and documentation requirements.
• Collaborate with internal teams to ensure a seamless participant experience.

Operational Excellence

• Manage distribution queues and prioritize workloads effectively to meet deadlines.
• Monitor pending transactions and proactively identify potential issues or processing delays.
• Work closely with team members and leadership to improve processes and service delivery.

Qualifications:

• 1-2 years of work experience in a business related field.  Retirement plan administration, financial services, benefits administration, business operations, or a related field is a plus.
• Bachelor’s Degree Preferred
• Strong written and verbal customer service skills
• Exceptional organizational skills with the ability to multi-task and follow tasks through to completion
• Desire and willingness to serve clients and be empathetic to their needs
• Proficient computer skills in Microsoft Outlook, Word and Excel
• Ability to learn quickly with strong problem-solving skills
• Detail oriented and dependable
• Amenable to work on night shift schedule.