Strongpoint Partners - Loans & Distributions Specialist
Requirements
• Preferred minimum of 2-3 years of experience with retirement plan documents. • Experience working in a high-volume processing environment. • Highly organized to prioritize and keep multiple requests in motion to meet 24-48 hours processing metrics. • General understanding of plan document language to ensure proper handling of requests • Experience working with recordkeepers Empower, Voya, John Hancock, Principal, TransAmerica a plus. • Outstanding verbal and written communication skills for top-notch customer service. • Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint. • A keen eye for detail, compliance, and accuracy. • Self-starters and own their body of work. • Pay Transparency Statement: • The anticipated pay range for this position is $45,000-$55,000 annually. • $45,000-$55,000 • At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. • Flexible Workplace – Hybrid and remote options available for many roles. • Flexible Workplace • Flexible PTO – Competitive paid time off, including flexible & unlimited options. • Flexible PTO • Inclusive Environment – A culture that values diversity, collaboration, and respect. • Inclusive Environment • Growth Opportunities – Support for ongoing learning and career development. • Growth Opportunities • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Responsibilities
• Manage inflow of requests that come in overnight that are assigned to you • Assisting participants as needed to ensure their requests are handled appropriately by learning different vendors’ websites to approve online requests and run reports when needed • Answering and returning calls from recordkeepers, customers, participants but not limited to. • Administrative work that includes a variety of reports, data entry, research, documentation review • Ensuring timely and accurate processing of distributions and loans • Resolving issues as they pertain to distribution and loan processing • Manage relationships with multiple recordkeepers to ensure compliance and seamless processing. • Keep PensionPro, FT William, recordkeepers, ERISApedia current. • Other duties as assigned.
Benefits
• Workplace Perks – Incentive bonus programs, flexible hours, & more. • *Specific benefits and programs may vary by partner and position.
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