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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong attention to detail in managing participant vesting, account balances, and compliance with regulations. Capable of effectively communicating with internal teams and streamlining processes to enhance operational efficiency.
Highest-signal resume keywords
Participant Vesting ManagementCompliance with 409 RegulationsDocumentation VerificationProcess StreamliningClient Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Balances ManagementDistribution ProcessingFile Layout AdjustmentData EntryDatabase Management
Soft Skills
Attention to DetailReliabilityPunctualityTeam CollaborationProblem-Solving
Industry Keywords
VestingWithdrawalsInternal Client ServiceSpecial Projects CoordinationShift Work
About the role
Key responsibilities & impact- Confirms participant vesting and vested account balances
- Verifies documentation and information for all distributions and posts distributions into system; updates participant personal and election data as needed
- Manages plan features and database rules to ensure 409 compliance
- Communicates with the internal client service team or relationship contacts to identify and prioritize issues that need immediate attention
- Adjusts file layouts to the correct format for processing; manages and processes scheduled withdrawal requests.
- Provides assistance to management and departmental teams for all projects as needed
- Coordinates details, creates records, and follows up on replies relating to special projects as directed
- Assists in streamlining processes.
- Regular, reliable and punctual attendance.
Requirements
What you’ll need- High school education
- Must be able to work a 7am - 4pm shift at least one day of the week.
Benefits
Comp & perks- Health insurance
- Paid time off
