Distributions Analyst

Location: Remote
Compensation: Salary
Reviewed: Fri, May 02, 2025
This job expires in: 15 days

Job Summary

A company is looking for a Distributions Analyst.

Key Responsibilities
  • Review distributions for permissibility as per the plan document
  • Verify participant vesting calculations
  • Respond to all incoming communications within two hours during the workday without exception
Required Qualifications
  • Ability to read legal plan documents
  • Understand the applicable distribution rules
  • Follow through on all promises to clients, advisors, and recordkeepers
  • MS Office experience

COMPLETE JOB DESCRIPTION

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