Distribution Analyst II
PCS Retirement
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $35,000 - $60,000 per year
Job Level
Mid-LevelSenior
About the role
- The Distributions Analyst supports the daily distribution operations in accordance with internal regulations, SEC, and IRS requirements. Process and disburse financial transactions from retirement accounts to account holders including wires, check disbursements, deposits, and ACH transactions. Apply knowledge to evaluate, approve, and process retirement account requests received from clients. Acquire and maintain knowledge of IRS rules regarding retirement accounts and tax codes. Provide support to ensure tasks are completed within established timeframe and deliver superior service by researching account activity to resolve account and plan related issues.
Requirements
- Associates Degree or any equivalent combination of education, experience, and/or training approved by Human Resources. Financial Industry Experience is a plus Salesforce and / or Relius experience a plus Demonstrated competency in a Windows based environment; Intermediate Microsoft Office applications skills required: Word, Excel, Power Point, Outlook, and Access; keyboarding proficiency, internet savvy and use of web-based systems Demonstrated ability to effectively communicate professionally both verbally and in writing with diverse internal and external parties Experience effectively handling customer inquiries and address customer issues Strong analytical foundation, sound judgment, and ability to solve complex problems independently Ability to manage multiple responsibilities simultaneously and complete tasks as assigned Ability to work effectively within a team environment Flexibility to work overtime and varied shifts as requested