mand
Retirement Plan Distributions Coordinator
United States
No sponsorshipDetected 5 days ago
About the role
- Purpose of Position Process and report distributions from retirement plans while offering our clients, participants and financial advisors a positive and convenient experience.
- Responsiveness, flexibility, meeting all goals and deadlines, and exceeding quality standards are the top priorities of this role.
- The two essential job functions are Client Services and Retirement Plan Management relating to Participants.
Responsibilities
- Deliver upon client and participant expectations effectively by delivering quality work product as per internal timelines and by proactively alerting clients to any potential conflicts.
Compensation
- Deliver the following aspects of our annual administration services accurately and timely:
Benefits
- Process and report distributions from retirement plans while offering our clients, participants and financial advisors a positive and convenient experience.
- Confer with customers by telephone or in person to provide information about the status of their retirement plan funds.
- Contact retirement plan participants to respond to inquiries and requests, keep records of retirement plan participants' interactions and transactions and inform them of current status or any unexpected adjustments.
- Refer unresolved retirement plan participants' grievances to escalate to the Department Manager for further investigation.
Visa & Work Authorization
- Applicants must be legally authorized to work in the United States at the time of hire
This listing is sourced directly from mand's careers page and normalized into a canonical job model.