Remote Otter LogoRemoteOtter

Loan & Distribution Specialist - Remote

Posted 4 days ago
Finance / Legal
Full Time
USA

Overview

The Loan & Distribution Specialist at RPCG is responsible for processing participant loans and distributions, providing exceptional client service, and ensuring compliance with ERISA rules.

In Short

  • Fully remote position within the USA.
  • Work on processing participant loans and distributions.
  • Engage with clients, financial advisors, and participants.
  • Apply ERISA distribution rules for eligibility and availability.
  • Prepare distribution and loan packages, including vesting verifications.
  • Maintain effective communication with vendors and plan sponsors.
  • Provide superior client service and responsiveness.
  • Collaborate with team members and assist with additional duties.
  • Utilize CRM software and keep it current.
  • Opportunity for growth in the retirement plan industry.

Requirements

  • 2-4 years of customer service experience.
  • Strong organization and attention to detail.
  • Ability to work independently with minimal supervision.
  • Excellent time management skills.
  • Effective communication skills with clients and participants.
  • Ability to multi-task and adapt to changing priorities.
  • Team player with collaborative skills.
  • Proficiency in MS Excel, Outlook, and Word.
  • Familiarity with CRM software.

Benefits

  • Flexible workplace options.
  • Competitive paid time off (PTO).
  • Inclusive work environment.
  • Opportunities for professional development.
  • Comprehensive benefits package.
  • Workplace perks.

S.P

Strongpoint Partners

Strongpoint Partners is a tech-enabled retirement services platform that caters to small- to mid-sized businesses by providing integrated solutions in retirement third-party administration, recordkeeping, payroll, and HR. The company has been recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and is certified as a Great Place to Work. Strongpoint Partners emphasizes accuracy, compliance, and the reduction of regulatory risk for its clients, supported by local client success teams that are knowledgeable about the specific markets they serve. With a network of 14 leading firms across the country, Strongpoint combines a passion for service and innovation with the expertise necessary to make retirement accessible and effective for everyone.

Share This Job!

Save This Job!

Similar Jobs:

POLYTEK DEVELOPMENT CORP logo

Sales & Distribution Specialist - Remote

POLYTEK DEVELOPMENT CORP

14 weeks ago

Join Polytek® Development Corp. as a Sales & Distribution Specialist to manage customer relationships and drive sales in Southwest Michigan.

MI, USA
Full-time
Sales / Business

Apellis

Specialist/Sr Specialist Distribution Operations - Remote

Apellis

25 weeks ago

The Specialist/Sr Specialist Distribution Operations will manage distribution operations and collaborate with various teams to ensure operational efficiencies.

USA
Full-time
Sales / Business
REPS & Co logo

International Distribution Specialist - Remote

REPS & Co

20 weeks ago

Join REPS & Co. as an International Distribution Specialist, managing inventory and data processes in a dynamic environment.

Philippines
Full-time
Data Analysis
METRO-MAKRO logo

Specialist Food Service Distribution - Remote

METRO-MAKRO

30 weeks ago

The Specialist Food Service Distribution will manage product ranges and optimize webshop systems while conducting market analyses.

Austria
Full-time
Sales / Business
2303EUR/month
Intetics logo

485 | Content Distribution Specialist - Remote

Intetics

35 weeks ago

Join Intetics Inc. as a Content Repurposing and Distribution Specialist to transform and distribute content across various platforms.

Ukraine
Full-time
Marketing