Are you looking for a challenge with a vibrant company in a stable industry? Are you excellent at communicating verbally over the phone and via email?

401(k) Associates is a rapidly growing national third party consulting firm providing administrative services to companies sponsoring 401(k), pension and other qualified retirement plans. We have a nationally recognized sales team allowing us to grow in excess of 20% per year providing advancement opportunities for our professionals.
 

We are looking to fill a Distribution Specialist II position.  Although welcome, industry experience is not necessary and paid training will be provided. Candidates will also be required to successfully complete the NIPA Distribution Administrator and Loan Administrator Certificates. In order to pass the three required exams, most individuals must invest time studying during personal time. For additional information on the Distribution Administrator and Loan Administrator Certificate Program, please visit NIPA’s website at www.nipa.org.

The Distribution Specialist II will be expected to work normal business hours (7:30 am – 4:00 pm) Monday through Friday.

Job Responsibilities:

• Preparation of distribution and loan packages from start to finish, including vesting verifications
• Preparation of Minimum Required Distributions packages at year end
• Assisting participants, clients, and/or financial advisors with distribution and loan issues/inquiries
• General understanding and interpretation of plan documents regarding distributions and loans
• Updates account managers, management, and plan sponsors as necessary on requests and progress
• Establishes solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
• Help with training of new distribution specialists
• Pursue and attain NIPA’s Distribution Administrator and Loan Administrator certificates
• Performs other related duties as required

Qualifications:

• Two or more years of experience with plan administration and/or loan and distribution experience
• Bachelor’s degree
• Bilingual speaking is a plus
• Knowledge of modern office procedures and methods including telephone communications, office systems and record keeping
• Working knowledge or ability to quickly grasp concepts of reading, reviewing and understanding plan documents
• Knowledge of modern business communication, including style and format of letters, memorandum, minutes and reports
• Skill to use a personal computer and proficiency in MS Excel and MS Word
• Ability to establish priorities, work independently, and proceed with objectives without supervision
• Ability to handle and resolve recurring problems
• Superior organizational and coordination skills
• Flexibility, adaptability and ability to multi-task

                                                       We get it. We Listen. We communicate.