Entry Level Distribution Specialist

Job Summary

A company is looking for an Entry Level Distribution Specialist who will process retirement plan loan and distribution requests while providing customer service support.

Key Responsibilities:

• Prepare distribution and loan packages, including vesting verifications
• Assist participants and clients with distribution and loan inquiries
• Maintain communication with account managers and plan sponsors regarding requests and progress

Required Qualifications:

• Bachelor's degree required
• Bilingual speaking is a plus
• Ability to work independently and prioritize tasks
• Superior organizational and coordination skills
• Willingness to pursue professional development and certifications