Entry Level Distribution Specialist

Entry Level Distribution Specialist

Are you looking for a position where you can utilize your superior customer service skills? Do you excel at attention to detail and catching oversights?

Nova 401(k) Associates is looking to fill a full-time Defined Benefit Distribution Specialist position in our Houston, TX office. In this position, you will process defined benefit and cash balance plan distribution requests and communicate information about those requests to participants and plan sponsors. Although welcome, industry experience is not required, and paid training will be provided.

At Nova 401(k) Associates, we are committed to your professional growth. We offer comprehensive training programs, mentorship opportunities, and clear career advancement paths to help you succeed and grow within our company.

Job Responsibilities :

• Prepare standard distribution packages from start to finish, including optional benefit forms and relative value calculations for both traditional DB plans and cash balance plans
• Prepare non-standard distribution packages including, but not limited to, required minimum distributions, late retirement, early retirement, etc.
• Assist participants, clients, and / or financial advisors with distribution issues / inquiries
• Update account managers, management, and plan sponsors as necessary on requests and progress
• Confirm distribution packages are completed in full
• Process payment with the plan's payment provider
• Have general understanding and interpretation of plan documents regarding distributions
• Serve as a backup for data entry
• Continue training on distribution and other defined benefit plan issues
• Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates
• Remain up to date on Nova's Cyber security procedures and training
• Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
• Perform other related duties as required

Qualifications :

Compensation and Benefits :

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We get it. We listen. We communicate.