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Retirement Plan Distributions Specialist
Job in
Stratham, Rockingham County, New Hampshire, 03885, USA
Listed on 2026-07-25
Listing for:
Compass Retirement Consulting Group
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Compass Retirement Consulting Group in Stratham, NH is seeking a Distribution Specialist to handle timely retirement plan distributions and related payments. You will follow SOPs, track requests, respond professionally to inquiries from recipients, sponsors, advisors, and vendors, and deliver excellent customer service with minimal supervision.
Key duties include processing distributions (RMDs, loans, hardships), providing loan schedules, ensuring IRS and DOL compliance, and maintaining accurate
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