Loans & Distributions Specialist, (TFG)

The role

This person will manage the inflow of requests and ensure accurate and timely processing of distributions and loans. They will assist participants, resolve processing issues, and manage relationships with multiple recordkeepers.

What you will do

• Manage inflow of requests that come in overnight
• Assist participants by learning vendor websites to approve online requests and run reports
• Answer and return calls from recordkeepers, customers, and participants
• Perform administrative work including reports, data entry, research, and documentation review
• Ensure timely and accurate processing of distributions and loans
• Resolve issues pertaining to distribution and loan processing
• Manage relationships with multiple recordkeepers
• Keep PensionPro, FT William, recordkeepers, and ERISApedia current
• Other duties as assigned

Required qualifications

• Experience working in a high-volume processing environment
• Highly organized to prioritize and meet 24-48 hours processing metrics
• General understanding of plan document language
• Outstanding verbal and written communication skills
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
• A keen eye for detail, compliance, and accuracy
• Self-starters and own their body of work

Nice to have

• 2-3 years of experience with retirement plan documents
• Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica

Benefits

• Flexible PTO including flexible and unlimited options
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours

About the company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses. The Finway Group is a national retirement plan services firm and an operating partner of Strongpoint Partners.