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Entry Level Distribution Specialist

Remote: 
Full Remote
Contract: 
Full time
Salary: 
36 - 46K yearly
Experience: 
Entry-level / graduate
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

Bachelor’s degree required, Bilingual speaking is a plus, Ability to work independently, Superior organizational and coordination skills, Knowledge of corbel documents is a plus.

Key responsabilities:

  • Prepare loan and distribution packages
  • Assist clients with inquiries related to loans
  • Update management on requests and progress
  • Maintain relationships with vendors and sponsors
  • Complete training on 401k procedures
Nova 401(k) Associates logo
Nova 401(k) Associates
51 - 200 Employees
About Nova 401(k) Associates
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.
See more Nova 401(k) Associates offers

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 MRDs 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 required
  • 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 a plus but not required

 

Compensation and Benefits:

  • Base Hourly Pay: $19-$24 per hour

 

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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Required profile

Experience

Level of experience: Entry-level / graduate
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Retirement AdministrationData EntryPension Funds

Other Skills

  • Problem Solving
  • Time Management
  • Customer Service
  • Organizational Skills
  • Detail Oriented
  • Verbal Communication Skills
Are you interested?

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