Transaction Specialist (Remote, USA)

American Trust; Pittsburgh, Lexington, Dubuque, Cordova, Centennial (Allegheny County, KY, IA, TN, CO); Hybrid; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to manage transactions related to loans and distributions. This role involves following a structured protocol to ensure accuracy and prevent fraud while maintaining direct communication with participants. The ideal candidate will have a solid educational background, strong interpersonal skills, and proficiency in Microsoft Office Suite. Join a collaborative team where your contributions will directly impact the quality of service provided to clients. If you are organized, analytical, and ready to take on multiple tasks, this opportunity is perfect for you.

Qualifications

• 2+ years of experience in qualified plan transactions.
• Strong communication and analytical skills required.

Responsibilities

• Respond to Plan Sponsor questions and coordinate with service providers.
• Monitor support emails and oversee service requests.

Skills

Interpersonal Skills

Oral Communication

Written Communication

Analytical Skills

Critical Thinking

Organizational Skills

Prioritization

Time Management

Education

Bachelor’s Degree

Associate Degree

Tools

Microsoft Office Suite

Microsoft Excel

Microsoft Word

Adobe Acrobat

Job description

This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud. The position requires direct contact and interaction with participants.

Responsibilities

• Responds to Plan Sponsor questions or co-ordinates with service providers
• Maintains the ATCSF Admin system contact changes
• Ongoing daily monitoring of support and team emails
• Assists in overseeing plan sponsor service requests
• Completes annual and interim notices and disclosures
• Assist with Audit and YE Compliance Data Collection
• Force out monitoring and processing

Skills & Qualifications

• Bachelor’s or Associate Degree
• At least 2 years of qualified plan experience
• Qualified plan document experience would be a plus
• Strong interpersonal skills
• Excellent oral and written communication skills
• Ability to organize, prioritize, and manage multiple tasks within established timeframe
• Excellent analytical and critical thinking skills
• Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus.