Retirement Plan Distribution Administrator I

Job Description

Job Description

Job Title : Distribution Administrator I

Department : Operations

Reports To : Distribution Manager

FLSA Status : Non-Exempt

PURPOSE SUMMARY

Responsible for accurate and efficient preparation and processing of participant distributions and loan requests while adhering to the provisions of the IRS and each companies qualified retirement plan.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepare and process participant distribution and loan requests while verifying eligibility, vesting, and plan provisions on all transactions in an efficient manner.

Perform quality control, verifying all applicable policies and legal requirements are followed on all requests.

Handling phone calls and written correspondence in a professional manner.

Document pertinent conversations in APC designated programs.

Responsible for protecting and securing confidential information and documents.

Assist with preparation, review, and completion of alliance forms.

Assists with other departments with mailing projects, various seasonal projects, and tasks.

Tracks all work in APC designated programs while monitoring deadlines.

Maintain satisfactory attendance.

AUXILLARY DUTIES AND RESPONSIBILTIES

Participate in-group or individual discussions regarding department processes and activities.

Research solutions to administrative and consulting questions.

Efficiently review, assign, and track all emails sent to the Distributions Team email account while saving pertinent information to the designated APC Programs.

Office Clerical duties as assigned.

Other duties as assigned.

KNOWLEDGE SKILLS ABILITIES

Skilled in professional customer service techniques with strong problem solving skills and having the ability to interact with other departments

Ability to concentrate, be highly organized, and detail oriented.

Ability to manage and sort data effectively.

Ability to work independently and be a team player

Ability to work efficiently, accurately and independently with minimal supervision.

Ability to interpret complex information and utilize resources to complete assigned tasks.

Ability to research and propose accurate and detailed solutions to administrative questions.

Ability to speak, read, write and communicate effectively in English.

Ability to type at a fast pace with minimal errors.

MINIMUM QUALIFICATIONS

Two years (minimum) administrative / professional experience; which includes customer service (highly preferred in the banking / financial, legal or insurance service fields)

Proficient in MS Applications predominately MS Word and Excel.

Exhibiting a high level of focus in order to accurately capture and input information; data entry experience

Bilingual in English / Spanish a PLUS

PHYSICAL / ENVIRONMENTAL CHARACTERISTICS

Work is performed primarily in an office environment and requires :

Sitting or standing for prolonged periods of time using a computer keyboard, mouse, and screen.

Standing and walking may require twisting, reaching, bending, crouching and kneeling.

Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less.

Mobility, vision, hearing and dexterity levels appropriate to the duties to be performed