Loan & Distribution Specialist

Remote

Full Time

Retirement

Entry Level

Pollard & Associates (Pollard), a Strongpoint Partner, is seeking a Loan & Distribution Specialist. The Loan & Distribution Specialist is responsible for working on the team that processes participant loan & distributions from various investment provider partners. This is a great opportunity for a motivated candidate who wants to gain experience in the qualified retirement plan industry. This individual must have strong organization skills, comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

This can be a remote or in-office position.

Job Responsibilities:

Apply ERISA distribution rules in determining eligibility and availability for loan/withdrawal
Comfort level reading plan documents
Prepare distribution and loan packages from start to finish, including vesting verifications
Prepare Required Minimum Distributions packages at year end
Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries
Answer phone calls and assist clients and advisors as needed.
Update account managers, management, and plan sponsors as necessary on requests and progress
Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
Perform other duties as needed by team members
Provide superior client service, responsiveness and communication

Job Requirements:

Ability to work independently with management review and support
High degree of organization and attention to detail
Excellent time management and ability to work efficiently
Ability to communicate effectively with clients, participants and recordkeepers
Skill to use a personal computer and proficiency in MS Excel, Outlook and MS Word
Ability to establish priorities, work independently, and proceed with objectives without supervision
Ability to handle and resolve recurring problems
Flexibility, adaptability and ability to multi-task
Team player, collaborative, able to work with and through others
Ability to utilize and keep current CRM software
Organized individual able to set priorities, meet deadlines, and be detail-oriented
Strong verbal and written communication skills internally and externally
Ability to work well under pressure with multiple priorities and deadlines

#li-remote

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