Distributions Manager
Nova 401(k) Associates
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $80,000 per year
About the role
- Manage 2- 3 staff members
- Champion AFS values and policies
- Ensure client and participant satisfaction through the loan and distribution process
- Manage the team to meet AFS's overall service standards
- Monitor team productivity through daily report generation
- Develop reports for senior management
- Assist in training and mentoring of junior staff members throughout the year
- Manage daily inflow and outflow of distribution and loan requests
- Improve existing processes and assist in developing new processes as needed
- Identify loan defaults and MRD from online reports
- Prepare and process annual forceout distribution projects
- Keep current with new regulations and proposed legislation as well as an awareness of proposed legislation surrounding loans and distributions
- Communicate with participants, principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to your team throughout the loan and distribution process
- Complete performance reviews in a timely manner
- Perform other related duties as required
Requirements
- Bachelor’s degree required
- A minimum of three years of management experience in a fast-paced & high-volume environment
- Relevant industry experience processing or reviewing 401(k) loans/distributions
- Comfortable working online
- Excellent written and verbal communication skills and customer service skills
- Ability to maintain confidential information
- Superior organizational skills
- Proficiency with MS Excel and MS Word
- Flexibility, adaptability, and ability to multi-task
- Clean background check
- ASPPA/NIPA industry credentials a plus
Benefits
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
report generationloan processingdistribution processingperformance reviewsprocess improvementdata analysisregulatory complianceconfidential information management
Soft Skills
team managementclient satisfactioncommunicationcustomer servicetraining and mentoringorganizational skillsflexibilityadaptabilitymulti-tasking
Certifications
Bachelor's degreeASPPA credentialNIPA credential