Loans and Distributions Specialist

Loans and Distribution Specialist (Entry Level)

Salary Range: $48,000 – $50,000 annually

Are you looking for a rewarding career in the retirement plan industry? Do you have a keen eye for detail and a passion for customer service? If so, you might be the perfect candidate for our distribution specialist position.

As a Loans and Distributions specialist, you will be responsible for processing and verifying retirement plan distributions, ensuring compliance with plan rules and regulations, and providing excellent service to plan participants and advisors. You will also have the opportunity to learn from our experienced team of retirement plan specialists and grow your skills and knowledge in this field.

If you think you have what it takes to join our team, please apply today. We offer a competitive salary and benefits package, as well as a supportive and friendly work environment. We look forward to hearing from you.

Basic Qualifications:

• A high school diploma or equivalent
• Basic math and computer skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to handle multiple tasks and prioritize effectively
• Interest in learning and developing in the retirement plan industry

Highly Desirable:

• Accounting or financial background
• Familiarity with Microsoft Teams and SharePoint
• Microsoft Office certifications

Schedule:

Full time - Monday to Friday

Benefits:

401K

Cash Balance Retirement Plan

Health Insurance

Dental Insurance

Vision Insurance

Paid Holidays

Paid Vacation

Paid Professional Development Opportunities

Location:

In our Palatine, IL office

Physical and Other Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift to 15 pounds at times.

Must be able to stand and walk up to eight hours per day and climb multiple sets of stairs.

Eligible to work in the U.S

Job Type: Full-time

Pay: $48,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: In person