Pension Distribution & Compliance Specialist

Trinity Pension Consultants; Akron (OH); Sur place; USD 40 000 - 55 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Attention to detail

Multitasking

Head for numbers

MS Office

Formation

High school diploma

Bachelor's degree in related field

Outils

Pension Pro

Distribution Portal

Excel tracking

Description du poste

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.