Remote Retirement Loans & Distributions Specialist

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

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.