Senior Retirement Distribution Processor

Job Summary

A company is looking for a Retirement Distribution Processor, Senior.

Key Responsibilities

• Process complex account sets with limited supervision, including unique financial transactions
• Monitor workflows and provide backup for other positions, ensuring smooth operations
• Identify and implement process improvements to enhance client experience and operational efficiency

Required Qualifications

• Minimum of 3 years' experience in financial or retirement operations
• Associates degree or equivalent combination of education and experience in the financial industry
• Advanced PC skills, particularly in Microsoft Excel and Word
• Demonstrated ability to manage multiple tasks and deadlines in a fast-paced environment
• Strong organizational skills and ability to prioritize workflow effectively