Retirement Distribution Processor

Job Summary

A company is looking for a Retirement Distribution Processor.

Key Responsibilities

• Process various types of distributions and loans accurately and timely
• Monitor and update the status of distribution and loan requests in the tracking system
• Research and resolve distribution/loan issues according to established procedures

Required Qualifications

• Associate's degree or equivalent combination of education and experience
• Previous experience in financial or retirement operations preferred
• Proficient in Microsoft Word and Excel
• Ability to work accurately with numbers and perform basic math calculations
• Available to work flexible hours to meet workload demands