Entry Level Distribution Specialist

Administrative Fiduciary Services, Inc. 'AFS'

Houston, TX, United States
Base: $42,000 - $52,000; bonus/equity: not specifi...
On-site
Handle participant inquiries
Process distribution requests
Understand plan documents
The Distribution Specialist will complete requests for loans, in-service distributions, and termination distributions, while handling participant and plan sponsor inquiries

Job Summary

  • The Distribution Specialist will complete requests for loans, in-service distributions, and termination distributions, while handling participant and plan sponsor inquiries.
  • Paid training will be provided, and candidates will be required to successfully complete NIPA Distribution Administrator and Loan Administrator Certificates.
  • The role involves preparing distribution and loan packages, identifying loan defaults and MRDs, and updating relevant parties on request progress.

Matching Summary

The Distribution Specialist will complete requests for loans, in-service distributions, and termination distributions, while handling participant and plan sponsor inquiries.

Salary

Base: $42,000 - $52,000; Bonus/Equity: Not specified; Benefits: Medical, dental, disability, life insurance, PTO, 401(k) with match

Skills & Requirements

Must-have

  • Handle participant inquiries
  • Process distribution requests
  • Understand plan documents
  • Communicate with vendors and sponsors
  • Data entry and record keeping

Nice-to-have

  • Bilingual speaking ability
  • Comfortable learning independently
  • Establish solid working relationships

Key Requirements

  • Bachelor's degree
  • Proficiency in MS Excel and MS Word
  • Knowledge of modern office procedures
  • Ability to use a personal computer
  • NIPA Distribution Administrator Certificate
  • NIPA Loan Administrator Certificate

Work Rights

Not specified

Tailored Resume

Cover Letter