Distributions Analyst I

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500

Description

• The Distributions Analyst supports daily distribution operations in accordance with internal regulations, SEC, and IRS requirements. • Process and disburse financial transactions from retirement accounts to account holders. • Apply basic knowledge and skills to evaluate, approve, and process retirement account requests. • Provide support to ensure tasks are completed within the established timeframe. • Deliver superior service by resolving account and plan related issues.

Requirements

• Associates Degree or any equivalent combination of education, experience, and/or training approved by Human Resources. • Financial Industry Experience is a plus • Salesforce and / or Relius experience a plus • Demonstrated competency in a Windows based environment; Intermediate Microsoft Office applications skills required: Word, Excel, Power Point, Outlook, and Access; keyboarding proficiency, internet savvy and use of web-based systems • Demonstrated ability to effectively communicate professionally both verbally and in writing with diverse internal and external parties • Experience effectively handling customer inquiries and address customer issues • Strong analytical foundation, sound judgment, and ability to solve complex problems independently • Ability to manage multiple responsibilities simultaneously and complete tasks as assigned • Ability to work effectively within a team environment • Flexibility to work overtime and varied shifts as requested

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off