Distribution Analyst

Job Summary

A company is looking for a Distribution Analyst II to support daily operations of the distributions team.

Key Responsibilities

• Review and approve transactions and conduct quality assurance for level one Analysts
• Provide training for level one Analysts and act as second in command to the Distributions Team Lead
• Process various distribution types accurately and evaluate retirement account requests from clients

Required Qualifications

• 2+ years of retirement industry experience required
• Financial degree preferred or equivalent combination of education and work experience
• Experience with Relius and Salesforce preferred
• Ability to prioritize work and execute tasks under pressure
• Proficiency in Microsoft Office applications and ability to analyze data