Pension Plan Distribution Specialist

Trinitypension; Akron (OH); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO

Health, Dental, Vision

H.S.A.

Life Insurance

Short/Long Term Disability

Job summary

Trinity Pension Consultants, Inc. in Akron, Ohio seeks an Administrative Customer Service/Distribution Specialist to support distributions and loan processing for retirement plan participants. The role blends customer service, compliance, and math to ensure accurate, timely access to funds.

Responsibilities include data verification, applying plan provisions, and calculating vested balances. Proficiency in MS Office is required, with ASPPA/NIPA courses encouraged for career growth.

Qualifications

• High school diploma required; Bachelor's degree in a related field preferred.
• Proficient in MS Office (Word, Excel, Outlook).
• Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.

Responsibilities

• Be the friendly voice for distribution and loan requests with accuracy and courtesy.
• Verify participant data, apply plan provisions, and calculate vested balances.
• Run calculations to determine if a request is permissible, on time and correctly.
• Prepare distribution and loan forms; bill for participant distributions; keep processes moving.
• Become the go-to expert on Trinity's systems (Pension Pro, Distribution Portal, Excel tracking).
• Collaborate on cross-departmental projects as part of a team.

Skills

Attention to detail

Multitasking

Numbers

MS Office

Education

High school diploma

Bachelor's degree (preferred)

Tools

Pension Pro

Distribution Portal

Excel tracking

Job description

Trinity Pension Consultants, Inc. in Akron, Ohio seeks an Administrative Customer Service/Distribution Specialist to support distributions and loan processing for retirement plan participants. The role blends customer service, compliance, and math to ensure accurate, timely access to funds.

Responsibilities include data verification, applying plan provisions, and calculating vested balances. Proficiency in MS Office is required, with ASPPA/NIPA courses encouraged for career growth.