Logo for Nova 401(k) Associates

Entry Level Distribution Specialist

Role overview

Qualifications

  • Bachelor’s degree
  • Bilingual speaking is a plus
  • Ability to establish priorities, work independently, and proceed with objectives without supervision
  • Superior organizational and coordination skills

Responsibilities

  • Prepare distribution and loan packages from start to finish
  • Identify loan defaults and required minimum distributions (RMDs)
  • 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

Key facts

Hard skills

Other skills

  • Customer Service
  • Detail Oriented
  • Organizational Skills
  • Communication
  • Physical Flexibility
  • Adaptability
  • Multitasking
  • Coaching

About the company

Nova 401(k) Associates logo

Nova 401(k) Associates

Financial Services

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.

Company details

IndustryFinancial Services
Company size51 - 200

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Are you looking for a position where you can utilize your superior customer service skills? Do you excel at attention to detail and catching oversights? Do you want the flexibility and convenience of working from home?

Nova 401(k) Associates is looking to fill a full-time remote Distribution Specialist position. In this position, you will process retirement plan loan and distribution requests and communicate information about those requests to participants and plan sponsors. Although welcome, industry experience is not required, and paid training will be provided.

Job Responsibilities:

  • Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans
  • Identify loan defaults and required minimum distributions (RMDs) 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

Qualifications:

  • Bachelor’s degree
  • Bilingual speaking is a plus
  • Ability to establish priorities, work independently, and proceed with objectives without supervision
  • Superior organizational and coordination skills
  • Flexibility, adaptability, and ability to multi-task
  • Coachable and committed to professional development
  • Knowledge of Corbel Documents & Pension Pro is a plus
  • Experience in the retirement industry is a plus

Compensation and Benefits:

  • Base Hourly Pay: $20-$25 per hour, based on experience

Work Location/Hours:

  • Work from Home
  • Must work from USA and be authorized to work for any US employer
  • We will supply all necessary computer equipment
  • 40 hour work week, 8 hours per day, Monday-Friday

                                                               We get it. We listen. We communicate.

Click Here to review our Privacy Policy

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Related jobs

Other jobs at Nova 401(k) Associates

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.