Transaction Coordinator II

Job Summary

Managing the end-to-end processing of participant transaction requests, the fully remote Transaction Coordinator II will ensure accurate, timely service related to distributions, loans, and compliance with relevant regulations while performing peer-level quality reviews.

Key Responsibilities

• Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests
• Process and review various participant transactions, ensuring compliance and accuracy
• Perform peer reviews for all transaction types and maintain organized records consistent with firm practices

Required Qualifications

• Strong understanding of retirement plan distribution, withdrawal, and loan processes
• Familiarity with ERISA, IRS, and DOL rules
• Proficiency in Microsoft Office (Outlook, Excel, Word, Teams)
• 2+ years of experience in retirement plan administration or a similar financial services role preferred
• Excellent communication and customer service skills