Nova 401(k) Associates
We get it. We listen. We communicate.
Distributions Manager
Location
United States
Posted
39 days ago
Salary
$70K - $80K / year
Bachelor Degree3 yrs expEnglish
Job Description
• 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
Job 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
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