Remote Loans & Distributions Specialist (Retirement Plans)

Strongpoint Partners; United States; Remote; USD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. The Finway Group, a Strongpoint partner, seeks a Loans & Distribution specialist with 2–3 years in retirement plan processing to ensure accurate handling and exceptional service.

This fully remote role favors Central/Eastern time zones.

Qualifications

• 2-3 years of experience with retirement plan documents or related processing experience.
• Experience in a high-volume processing environment.
• Strong organizational skills to manage multiple requests within 24–48 hours.
• General understanding of plan document language for handling requests.
• Experience with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica is a plus.
• Excellent verbal and written communication for customer service.
• Proficiency in Word, Excel, and PowerPoint.

Responsibilities

• Manage overnight requests and prioritize workload.
• Learn vendors’ websites to approve online requests and run reports as needed.
• Answer and return calls from recordkeepers, customers, and participants.
• Perform data entry, reports, and documentation review as part of admin duties.
• Ensure timely and accurate processing of distributions and loans.
• Resolve issues related to distribution and loan processing.
• Maintain relationships with multiple recordkeepers to ensure compliance.
• Support other duties as assigned.

Skills

Customer service

Communication

Organization

Time management

Tools

Empower

Voya

John Hancock

Principal

TransAmerica

MS Office

Job description

Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. The Finway Group, a Strongpoint partner, seeks a Loans & Distribution specialist with 2–3 years in retirement plan processing to ensure accurate handling and exceptional service.

This fully remote role favors Central/Eastern time zones.