Transaction Coordinator II

MAP Retirement

Transaction Coordinator II managing participant transaction requests in retirement plans at MAP Retirement. Ensuring accuracy and compliance in a fast-paced, team-oriented environment.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests.
Monitor personal and shared workflow dashboards daily to manage new and pending transaction requests.
Process and review participant transactions including but not limited to: - Termination distributions - In-service and hardship withdrawals - Loans and loan defaults - Required Minimum Distributions (RMDs) - QDROs and alternate payee distributions - Refunds and force-outs - 1099 preparation - SDBA/Brokerage accounts and Cash Balance/Defined Benefit plans
Perform peer reviews for all transaction types to ensure accuracy, compliance, and adherence to internal standards.
May serve as back up to the team lead(s) during their absence, ensuring continuity of operations and decision-making.
Interpret retirement plan documents to confirm eligibility, vesting, and compliance.
Ensure all transaction requests are in good order and processed according to internal service standards.
Maintain organized records and documentation consistent with firm practices.
Collaborate with team members and management to improve workflows and service delivery.
Attend internal staff meetings and participate in departmental initiatives.

Requirements

What you’ll need

Strong understanding of retirement plan distribution, withdrawal, and loan processes
Familiarity with ERISA, IRS, and DOL rules
Excellent communication and customer service skills (verbal and written)
High attention to detail and ability to meet deadlines in a high-volume environment
Proficiency in Microsoft Office (Outlook, Excel, Word, Teams)
2+ years of experience in a retirement plan administration or similar financial services role (preferred)
Experience with recordkeeping platforms and tools (e.g., PensionPro, FT William) (preferred)
Familiarity with various recordkeeper systems and online processing platforms (preferred)
Knowledge of SDBA/brokerage account distributions and Cash Balance/Defined Benefit plan distribution rules (preferred)

Benefits

Comp & perks

Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
401(k) with safe harbor contributions
Generous open PTO policy
Life insurance, FSA & HSA
Ongoing industry training and professional development
A team that genuinely likes working together

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Transaction ProcessingWithdrawal ProcessesLoan Administration1099 PreparationSDBA/Brokerage Account KnowledgeDefined Benefit Plan RulesCompliance AdherenceWorkflow Management

Soft Skills

Excellent Communication SkillsCustomer Service SkillsOrganizational SkillsTeam Collaboration