New Loans & Distributions Specialist, (TFG) (Fully Remote)

The Finway Group; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Fully remote work

Flexible PTO

Comprehensive benefits

Job summary

The Finway Group, a national retirement plan services firm, seeks a detail-oriented processor to handle loans and distributions with accuracy. You will support participants and recordkeepers in a fully remote role backed by Shore Capital Partners.

Ideal candidates have 2–3 years of retirement plan document experience, proficiency in Microsoft Office, and comfort with recordkeeper platforms. Flexible PTO and comprehensive benefits are offered in a growth-focused team.

Qualifications

• Experience with retirement plan documents and processing.
• Demonstrated accuracy in handling high-volume workloads.
• Proficiency with Microsoft Office and recordkeeper platforms.
• Strong team player with focus on client retention.

Responsibilities

• Process loans and distributions with accuracy and compliance.
• Deliver exceptional customer service to participants and recordkeepers.
• Maintain up-to-date systems like PensionPro and FT William.

Skills

Microsoft Office

Recordkeeper platforms

Attention to detail

High-volume processing

Tools

PensionPro

FT William

Job description

• Process loans and distributions with accuracy and compliance.
• Deliver exceptional customer service to participants and recordkeepers.
• Maintain up-to-date systems like PensionPro and FT William.

Qualifications:

• Minimum 2-3 years of retirement plan document experience.
• High-volume processing skills and strong attention to detail.
• Proficiency in Microsoft Office and recordkeeper platforms.
• Be part of an empathetic, growth-driven team with high client retention.
• Enjoy fully remote work with flexible PTO and comprehensive benefits.
• Work within a tech-enabled platform backed by Shore Capital Partners.

The Finway Group

The Finway Group is a national retirement plan services firm serving as a Pooled Plan Provider, Third-Party Administrator, and 3(16) Named Fiduciary for retirement plans. With approximately 50 team members and a 96%+ client retention rate, it offers high-touch, results-driven retirement plan management.