Job description
Are you looking for a position where you can utilize your superior customer service skills? Do you excel at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home?
Nova 401(k) Associates is looking to fill a full-time remote Distribution Specialist position. In this position, you will process retirement plan loan and distribution requests and communicate information about those requests to participants and plan sponsors. Although welcome, industry experience is not required, and paid training will be provided.
Job Responsibilities:
Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans
Identify loan defaults and required minimum distributions (RMDs) from reports online or provided by plan sponsors
Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries
Update account managers, management, and plan sponsors as necessary on requests and progress
Serve as backup for answering the Nova participant services line
Have general understanding and interpretation of plan documents regarding distributions and loans
Serve as a backup for data entry
Continue training on loan, distribution, and other 401k issues
Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates
Remain up to date on Nova's Cyber security procedures and training
Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
Perform other related duties as required
Qualifications:
Bachelor’s degree
Bilingual speaking is a plus
Ability to establish priorities, work independently, and proceed with objectives without supervision
Superior organizational and coordination skills
Flexibility, adaptability, and ability to multi-task
Coachable and committed to professional development
Knowledge of Corbel Documents & Pension Pro is a plus
Experience in the retirement industry is a plus
Compensation and Benefits:
Base Hourly Pay: $20-$25 per hour, based on experience
Work Location/Hours:
Work from Home
Must work from USA and be authorized to work for any US employer
We will supply all necessary computer equipment
40 hour work week, 8 hours per day, Monday-Friday
We get it. We listen. We communicate.
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Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.