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Entry Level Distribution Specialist
VirtualVocationsSan Bernardino, California, United Statesjob_description.job_card.variable_days_ago
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- serp_jobs.job_card.full_time
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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 Bernardino, California, United States
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