Distribution Specialist (Remote, USA)

American Trust; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Distribution Specialist to manage client requests and ensure accurate processing of distributions. This role involves analyzing data, adhering to operational procedures, and maintaining communication with internal clients. The ideal candidate will possess strong organizational and interpersonal skills, with a focus on accuracy and accountability. Join a dynamic team where your contributions will directly impact client satisfaction and operational efficiency. If you are eager to learn and thrive in a fast-paced environment, this opportunity is perfect for you.

Qualifications

• Minimum 1-year experience in a financial services processing environment.
• Strong desire for continuous learning and results-oriented mindset.

Responsibilities

• Process distributions for Retirement Plans and ensure accurate timing.
• Analyze data to ensure proper processing of client and participant data.

Skills

Financial Services Processing

Microsoft Office

Organizational Skills

Time Management

Interpersonal Skills

Adaptability

Initiative

Accountability

Tools

Relius

Job description

The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as well as managing proper communication and follow-up procedures with internal clients. They may also handle reports and other tasks outside of daily processing.

Responsibilities

• Process distributions for Retirement Plans and/or other plans as required
• Analyze data and/or files along with 401(k) plan parameters to ensure proper processing of client and participant data
• Process banking and custody transactions required to support recordkeeping activities
• Focus on operational data processing to ensure daily goals and objectives are met
• Monitor outstanding distributions for all plans to ensure accurate timing of distribution
• Maintain focus on accuracy, given the potential for financial impact
• Manage proper timing for completing processing tasks while also adhering to follow-up procedures with internal clients
• Handle standard or routine tasks requiring judgment and discretion
• Be responsive to internal service and research requests
• Handle reports and other tasks as assigned
• Assist other team members on request

Skills & Qualifications

• Minimum 1-year experience in a financial services processing environment
• Working knowledge of Microsoft Office products
• Able to adapt to frequent changes in a calm and professional manner
• Strong desire for continuous learning
• Results oriented
• Excellent written, verbal, and interpersonal skills required
• Excellent organizational and time management skills
• Service oriented interactions with managers, peers and customers
• Ability to follow documented standard operating procedures
• Displays initiative
• Accountability and good judgment
• Experience with Relius, or other recordkeeping systems preferred

Hourly: $17.00 to $21.00 per hour, based on experience, plus eligibility to participate in the company’s bonus program.