Retirement Plan Specialist
Job Summary
Detail-oriented professionals will find a remote opportunity as a full-time Retirement Plan Distribution Specialist, responsible for processing retirement plan distributions and loans, ensuring accurate documentation, and communicating with participants and plan sponsors.
Key responsibilities:
- Process retirement plan distribution and loan requests from start to finish
- Review documentation for accuracy and completeness
- Communicate with participants, plan sponsors, and financial advisors regarding requests and status updates
Required qualifications:
- Bachelor's degree or 2+ years of professional experience in financial services, benefits administration, or a similar detail-oriented operations role
- Bilingual candidates are encouraged to apply
- Experience with PensionPro, Corbel, or retirement plan administration is a plus
- Strong attention to detail and organizational skills
- Ability to work independently in a remote environment
Complete Job Description
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