Distributions Coodinator

Distributions Coordinator $16/hour. Chico, CA Successful Pension Administration firm located in Chico, CA is looking for a Distributions Coordinator to join its staff. This newly created position is responsible for processing and coordinating retirement plan distributions. At the guidance of management, you’ll process loans and distributions (pay outs), scan and file documents, and interact with clients and retirement plan consultants. If you possess the unique combination of technical skills associated with processing financial information as well as the ability to interact and respond to customer inquiries, we want to meet you!

Job Description

 ESSENTIAL TASKS, DUTIES & RESPONSIBILITIES

  • Process loans and distributions, including termination, in-service, death, plan termination, required minimum distribution, and hardship.
  • Interact with participants, plan sponsors, and Retirement Plan Consultants to ensure a high level of customer service while processing requests accurately and efficiently.
  • Print and assemble participant and client documents, as requested

 POSITION REQUIREMENTS – KNOWLEDGE, SKILLS & ABILITIES

  • High school graduate or GED
  • 1-2 years office experience (including answering telephones, data entry, knowledge of standard business computer applications)
  • Demonstrated ability and desire to provide customer service
  • Excellent organizational skills and attention to detail
  • Problem solving skills
  • Ability to work independently
  • Contingent upon positive and verifiable professional references
  • Contingent upon background investigation

PREFERRED BUT NOT REQUIRED

  • Experience or coursework in accounting or processing numeric data is preferred
  • Bilingual a plus

Generous Benefits Including

  • Employer-paid Medical, Dental, and Vision (dependent coverage is available at employee's cost)
  • PTO
  • Paid Holidays
  • Paid Sick Leave
  • Life Insurance
  • 401(K)

About Allevity Recruiting & Staffing

We are proud to be an equal opportunity employer.

Share Job

Job Summary

  • Job ID

    1087353

  • Category

    Accounting/Finance

  • Location

    Chico, CA

  • Order Type

    Direct Hire

  • Shift

    Day Shift

  • Contact Phone

    (530) 891-1955

Similar Jobs

  • Accounting & Trust Fund Balancer

     1087263
     Accounting/Finance
     Chico, CA
    Accounting & Trust Fund Balancer $16.00 per hour Full-time position. Successful Pension Administration firm located in Chico, CA is looking for an Acc...

  • Manufacturing Maintenance Technician

     1084428
     Manufacturing/Production
     Chico, CA
    Manufacturing Maintenance Technician (Manufacturing & production machinery) Up to $24.75 per hour. We are in search of an experienced manufacturing ...

  • Employee Benefits Coordinator

     1084371
     HR
     Chico, CA
    Employee Benefits Coordinator $18-$20/hour. Chico, CA. Established Human Resources service provider has an immediate opening for this full-time benefi...

  •   Search All Jobs
© 2019 People 2.0 Global, Inc.
v2019.6.04.0