Retirement Plans Distributions Coordinator

Position:            Distributions Coordinator

Job Overview:

Provide ongoing support to the Distributions team by assisting in daily administration needs. Including but not limited to ensuring prompt reliable communications, documentation, and completion of job responsibilities. Must be computer savvy and comfortable working with excel (xls) as well as communicating via telephone and email with plan participants.

·      Responsible for tracking and processing incoming requests from plan participants

·      Submit requests to recordkeepers

·      Maintain continuous written communication that document task process

·      Coordinate with various recordkeepers to ensure timely and accurate processing of requests.

·      Manage emails and save all communications within the appropriate client folder.

·      Provide prompt and accurate update requests to PensionPro (Client Information System).

·      Answer main company telephone number and assist callers with their distributions and loan withdrawal requests

·      General office duties such as retrieving mail, ordering supplies, mailing packages, etc…

·      Perform other job duties as assigned.

Qualifications:

Prefer College graduate, but not required.

Proficiency in MS Office, MS Excel, MS Word, and MS PowerPoint.

Excellent time management skills and the ability to prioritize work.

Attention to detail and problem-solving skills - a must.

Must possess proven oral and written communication skills.

Proven outstanding organizational and multi-tasking ability.

Ability to adapt to change quickly.

Maintain a positive outlook and attitude.