Job description
Are you a detail-oriented professional who enjoys helping people, managing financial transactions, and ensuring work is completed accurately the first time?
Nova 401(k) Associates is seeking a Retirement Plan Distribution Specialist to join our growing remote team. In this role, you will process retirement plan distributions and loans, communicate with participants and plan sponsors, and help ensure retirement transactions are completed accurately and efficiently.
This position is an excellent fit for professionals with experience in banking, credit unions, financial services, payroll, benefits administration, insurance, loan processing, mortgage servicing, or other detail-oriented operations environments.
Retirement industry experience is not required. We provide extensive paid training and ongoing professional development opportunities.
Job Responsibilities:
Process retirement plan distribution and loan requests from start to finish
Review documentation for accuracy and completeness
Prepare distribution and loan packages, including vesting verification for applicable plans
Identify loan defaults and Required Minimum Distributions (RMDs)
Communicate with participants, plan sponsors, financial advisors, and recordkeepers regarding requests and status updates
Research and resolve participant and client inquiries
Maintain accurate records and workflow updates within internal systems
Serve as a backup for participant service phone support
Assist with data entry and other operational support functions as needed
Maintain an understanding of retirement plan distribution and loan provisions
Complete industry certifications, including NIPA's Distribution Administrator and Loan Administrator programs
Stay current on cybersecurity, compliance, and company procedures
Build strong working relationships with plan sponsors, vendors, and internal team members
Perform other related duties as required
Qualifications:
Bachelor’s degree or 2+ years of professional experience in financial services, benefits administration, insurance, or similar detail-oriented operations role
Bilingual candidates are encouraged to apply
Strong attention to detail and organizational skills
Excellent written and verbal communication abilities
Ability to work independently in a remote environment
Strong time-management and prioritization skills
Experience with PensionPro, Corbel or retirement plan administration is a plus
Compensation and Benefits:
Base Hourly Pay: $23-$25 per hour, based on experience and qualifications
Paid training and professional development
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
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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.