Nova 401(k) Associates · 5 days ago

Entry Level Distribution Specialist

United States

Full-time

Remote

Entry Level, Intern/New Grad

$19/hr - $24/hr

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ConsultingFinancial Services

No H1B

Insider Connection @Nova 401(k) Associates

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Responsibilities

Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans

Identify loan defaults and MRDs from reports online or provided by plan sponsors

Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries

Update account managers, management, and plan sponsors as necessary on requests and progress

Serve as backup for answering the Nova participant services line

Have general understanding and interpretation of plan documents regarding distributions and loans

Serve as a backup for data entry

Continue training on loan, distribution, and other 401k issues

Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates

Remain up to date on Nova's Cyber security procedures and training

Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication

Perform other related duties as required

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Coordination skillsBilingual speakingCorbel DocumentsPension ProCoachable