Distribution Specialist; TN, Cordova

The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions.

The Distribution Specialist is also responsible for managing timing expectations for all transactions as well as managing proper communication and follow-up procedures with internal clients. They may also handle reports and other tasks outside of daily processing.

Location:

The ideal candidate will report to either the Lexington, KY, or Cordova, TN locations on a hybrid basis.

• Process distributions for Retirement Plans and/or other plans as required
• Analyze data and/or files along with 401(k) plan parameters to ensure proper processing of client and participant data
• Process banking and custody transactions required to support recordkeeping activities
• Focus on operational data processing to ensure daily goals and objectives are met
• Monitor outstanding distributions for all plans to insure accurate timing of distribution
• Maintain focus on accuracy, given the potential for financial impact
• Manage proper timing for completing processing tasks while also adhering to follow-up procedures with internal clients
• Handle standard or routine tasks requiring judgement and discretion
• Be responsive to internal service and research requests
• Handle reports and other tasks as assigned.
• Assist other team members on request

• Minimum 1-year experience in a financial services processing environment
• Working knowledge of Microsoft Office products
• Able to adapt to frequent changes in a calm and professional manner
• Strong desire for continuous learning
• Results oriented
• Excellent written, verbal, and interpersonal skills required
• Excellent organizational and time management skills
• Service oriented interactions with managers, peers and customers
• Ability to follow documented standard operating procedures
• Displays initiative
• Accountability and good judgement
• Experience with Relius, or other recordkeeping systems preferred