Entry Level Distribution Specialist
VirtualVocationsSan Francisco, California, United Statesjob_description.job_card.variable_days_ago
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A company is looking for an Entry Level Distribution Specialist who will process retirement plan loan and distribution requests while providing customer service support. Key Responsibilities : Prepare distribution and loan packages, including vesting verifications Assist participants and clients with distribution and loan inquiries Maintain communication with account managers and plan sponsors regarding requests and progress Required Qualifications : Bachelor's degree required Bilingual speaking is a plus Ability to work independently and prioritize tasks Superior organizational and coordination skills Willingness to pursue professional development and certifications
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Distribution Specialist • San Francisco, California, United States
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