Distribution Analyst

Job Summary

A company is looking for a Distribution Analyst to support daily distribution operations for retirement accounts.

Key Responsibilities

• Process and disburse financial transactions from retirement accounts accurately and efficiently
• Research and resolve account-related issues for internal and external customers
• Monitor department communications and ensure timely processing of disbursements

Required Qualifications

• Associates Degree or equivalent combination of education and experience
• Financial industry experience is a plus
• Experience with Salesforce and/or Relius is advantageous
• Intermediate skills in Microsoft Office applications
• Ability to manage multiple responsibilities and work effectively in a team environment