Administrative Customer Service

Trinity Pension Consultants; Akron (OH); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Salary based on experience

Paid Time Off (PTO)

401(k) retirement plan

Medical, Dental, Vision, and H.S.A. -

Life Insurance, LTD, and STD

Summer Fridays

Job summary

Trinity Pension Consultants, Inc. in Akron, Ohio, seeks an Administrative Customer Service/Distribution Specialist to support retirement plan participants with distributions and loans, ensuring accuracy and regulatory compliance.

The role blends customer service, math and compliance; you will use Pension Pro, the Distribution Portal, and Excel to process data, calculate vested balances, and keep transactions moving on schedule.

Qualifications

• Live in (or be ready to relocate to) Northeast Ohio.
• High school diploma required; Bachelor's degree in a related field preferred.
• Prior experience with qualified retirement plans is a big plus.
• Proficient in MS Office (Word, Excel, Outlook).
• Sharp attention to detail, strong multitasking and prioritizing skills, and a head for numbers.
• Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.

Responsibilities

• Be the friendly, knowledgeable voice participants and investment providers count on for distribution and loan requests - communicating clearly, accurately, and courteously every time.
• Dig into regulations and plan documents, verify participant data, and apply plan provisions to calculate vested balances and available distribution/loan amounts.
• Put your math skills to work running the calculations that determine whether a request is permissible - and get it right the first time.
• Prepare investment company distribution and loan forms, keep transactions moving on schedule, and accurately bill for participant distributions.
• Become the go-to expert on Trinity's systems (Pension Pro, our Distribution Portal, Excel tracking, and more) and on every qualified plan distribution and loan option out there.
• Jump in on cross-departmental support and special projects - we're a team, and we roll up our sleeves together.

Skills

Attention to detail

Multitasking

Head for numbers

MS Office

Education

High school diploma

Bachelor's degree in related field

Tools

Pension Pro

Distribution Portal

Excel tracking

Job description

Do you love solving puzzles, following a process to the letter, and being the person people count on to get it right? At Trinity Pension Consultants, our Administrative Customer Service/Distribution Specialists sit at the intersection of customer service, compliance, and math - helping retirement plan participants access their money accurately and on time. If that sounds like your kind of challenge, we want to meet you.

Who We Are

Trinity Pension Consultants, Inc. is a leading regional, independent, non-producing Third-Party Administration firm based in Akron, Ohio. We partner with retirement plan sponsors and their financial professionals to deliver top-tier administration and compliance solutions for employer-sponsored retirement plans - and we're growing.

What You'll Do

• Be the friendly, knowledgeable voice participants and investment providers count on for distribution and loan requests - communicating clearly, accurately, and courteously every time.
• Dig into regulations and plan documents, verify participant data, and apply plan provisions to calculate vested balances and available distribution/loan amounts.
• Put your math skills to work running the calculations that determine whether a request is permissible - and get it right the first time.
• Prepare investment company distribution and loan forms, keep transactions moving on schedule, and accurately bill for participant distributions.
• Become the go-to expert on Trinity's systems (Pension Pro, our Distribution Portal, Excel tracking, and more) and on every qualified plan distribution and loan option out there.
• Jump in on cross-departmental support and special projects - we're a team, and we roll up our sleeves together.

Requirements

Must-Haves

• Live in (or be ready to relocate to) Northeast Ohio.
• High school diploma required; Bachelor's degree in a related field preferred.
• Prior experience with qualified retirement plans is a big plus.
• Proficient in MS Office (Word, Excel, Outlook).
• Sharp attention to detail, strong multitasking and prioritizing skills, and a head for numbers.
• Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.

Benefits

Why You'll Want to Stay

• Real work on real problems - we do things the right way and keep improving.
• A true-partner mindset, with our clients and with each other.
• A culture that promotes from within - when we say upward mobility, we mean it.
• A team that genuinely wants to hear your ideas, not just your output.

What We Offer

• Salary based on experience
• Paid Time Off (PTO), plus the option to purchase more
• 401(k) retirement plan
• Medical, Dental, Vision, and H.S.A. - effective Day 1
• Life Insurance, LTD, and STD
• Summer Fridays

Trinity Pension Consultants provides equal employment opportunity to all qualified applicants without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, veteran status, disability, or any other protected class under federal, state, or local law.

At this time, we are unable to sponsor immigration or work authorization for this role, now or in the future.