Entry Level Distribution Specialist

Nova 401(k) Associates; Houston (TX); Remote; USD 28,000 - 34,000; Full time

Benefits offered by this job

Remote work

Equipment provided

40 hour work week

Job summary

Nova 401(k) Associates is seeking a full-time Distribution Specialist to work remotely from the United States. You will process retirement plan loan and distribution requests and communicate results to participants and plan sponsors.

Training is provided and no prior industry experience is required. Responsibilities include preparing packages, identifying RMDs and defaults, assisting clients and advisors, and maintaining accurate communication with plan sponsors.

Qualifications

• Bachelor's degree required.
• Bilingual ability is a plus.
• Able to prioritize, work independently and meet objectives without supervision.

Responsibilities

• Process distribution and loan packages from start to finish.
• Identify defaults and RMDs from reports or sponsor data.
• Assist participants, clients, and advisors with distribution/loan inquiries.

Skills

Bilingual

Prioritization

Organizational skills

Education

Bachelor's degree

Tools

Corbel Documents

Pension Pro

Job description

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? Do you want the flexibility and convenience of working from home? Nova 401(k) Associates is looking to fill a full-time remote Distribution Specialist position. In this position, you will process retirement plan loan and 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.

Job Responsibilities:

• Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans
• Identify loan defaults and required minimum distributions (RMDs) from reports online or provided by plan sponsors
• Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries
• Update account managers, management, and plan sponsors as necessary on requests and progress
• Serve as backup for answering the Nova participant services line
• Have general understanding and interpretation of plan documents regarding distributions and loans
• Serve as a backup for data entry
• Continue training on loan, distribution, and other 401k 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:

• Bachelor's degree
• Bilingual speaking is a plus
• Ability to establish priorities, work independently, and proceed with objectives without supervision
• Superior organizational and coordination skills
• Flexibility, adaptability, and ability to multi-task
• Coachable and committed to professional development
• Knowledge of Corbel Documents & Pension Pro is a plus
• Experience in the retirement industry is a plus

Compensation and Benefits:

• Base Hourly Pay: $20-$25 per hour, based on experience

Work Location/Hours:

• Work from Home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• 40 hour work week, 8 hours per day, Monday-Friday

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