Processes retirement plan loan and distribution requests, prepares participant packages, verifies vesting, identifies defaults and RMDs, and communicates with participants, sponsors, advisors, vendors, and internal teams. Provides customer service, updates request status, performs data entry, interprets plan documents, maintains cybersecurity training, and pursues industry certifications. The role is fully remote with paid training and no retirement-industry experience required.
Are you looking for a position where you can utilize your superior customer service skills? Do you excel at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home?
Nova 401(k) Associates is looking to fill a full-time remote Distribution Specialist position. In this position, you will process retirement plan loan and distribution requests and communicate information about those requests to participants and plan sponsors. Although welcome, industry experience is not required, and paid training will be provided.
Job Responsibilities:
- Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans
- Identify loan defaults and required minimum distributions (RMDs) from reports online or provided by plan sponsors
- Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries
- Update account managers, management, and plan sponsors as necessary on requests and progress
- Serve as backup for answering the Nova participant services line
- Have general understanding and interpretation of plan documents regarding distributions and loans
- Serve as a backup for data entry
- Continue training on loan, distribution, and other 401k issues
- Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates
- Remain up to date on Nova's Cyber security procedures and training
- Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
- Perform other related duties as required
Qualifications:
- Bachelor’s degree
- Bilingual speaking is a plus
- Ability to establish priorities, work independently, and proceed with objectives without supervision
- Superior organizational and coordination skills
- Flexibility, adaptability, and ability to multi-task
- Coachable and committed to professional development
- Knowledge of Corbel Documents & Pension Pro is a plus
- Experience in the retirement industry is a plus
Compensation and Benefits:
- Base Hourly Pay: $20-$25 per hour, based on experience
Work Location/Hours:
- Work from Home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- 40 hour work week, 8 hours per day, Monday-Friday
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