Nova 401(k) Associates

We get it. We listen. We communicate.

Distributions Manager

ManagerManagerFull TimeRemoteTeam 51-200H1B No SponsorCompany SiteLinkedIn

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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