PCS Retirement

Distribution Analyst II

PCS Retirement

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $35,000 - $60,000 per year

About the role

  • Supports the daily operations of the distributions team in accordance with FSG internal regulations along with SEC and IRS guidelines
  • Acts as a training resource for all entry level Distribution Analysts
  • Conduct quality assurance for the work completed by level I team members and the offshore team
  • Responsible for reviewing and approving & quality assurance of level one Analysts transactions
  • Provides trainings for level one Analysts responsibilities
  • Acts as second in command to Distributions Team Lead in their absence
  • Accurately processes various distribution types including loans and excess contribution transactions without errors
  • Performs quality reviews of all transactions processed to verify accuracy
  • Reviews and prepares manual investment transactions to effect timely disbursement of monies
  • Evaluates, approves, and processes retirement account requests received from clients
  • Takes ownership of account related issues by researching historical activity, interacts with various vendors, internal or external partners
  • Promptly follows up with partners via phone calls or email as needed
  • Monitors the department email boxes, workflow queues and Salesforce cases
  • Enhances client experience by providing feedback regarding improvements to streamline existing processes and/or increase department efficiency
  • Has working knowledge of IRS rules regarding retirement accounts and tax codes via ongoing training courses, IRS publications, or other reference material
  • Complete other duties and projects as assigned

Requirements

  • 2+ years of retirement industry experience required
  • Financial degree preferred, or any equivalent combination of education or work experience
  • Experience with Relius and Salesforce preferred
  • Self-Starter, highly self-motivated with an ability to work independently with minimal instruction
  • Strong attention to detail with an ability to multitask in a fast-paced environment
  • Must be able to work efficiently and effectively
  • Must be a team player
  • Ability to prioritize work and execute tasks while under pressure
  • Ability to run reports out of Salesforce and Relius and analyze data
  • Ability to meet various daily deadlines for timely processing of disbursements
  • Ability to maintain confidentiality of sensitive client information
  • Proficiency in Microsoft Office applications: Word, Excel, Power Point, Outlook and Access
  • Demonstrated ability to communicate effectively both verbally and in writing
  • Interacts professionally with customers and addresses all inquiries
  • Demonstrates strong analytical foundation, sound judgment, and ability to solve complex problems independently
  • Flexibility to work overtime and varied shifts as requested
Benefits
  • 401(k) match
  • medical, dental, vision insurance
  • life insurance
  • short and long term disability
  • paid-time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
quality assurancedata analysistransaction processingreport generationmultitaskingproblem solvingattention to detailaccount managementIRS rules knowledgefinancial analysis
Soft Skills
self-motivatedteam playereffective communicationflexibilitytime managementindependencecustomer interactionanalytical thinkingjudgmentconfidentiality