Transaction Specialist; Remote

Fiduciaryx Change, by American

TCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud. The position requires direct contact and interaction with participants.

Location:

The ideal candidate will be located in our Cordova, TN or Lexington, KY office and will work in a hybrid model, 3 days per week in office. (Remote candidates may also be considered).

• Responds to Plan Sponsor questions or co-ordinates with service providers
• Maintains the ATCSF Admin system contact changes
• Ongoing daily monitoring of support and team emails
• Assists in overseeing plan sponsor service requests
• Completes annual and interim notices and disclosures
• Assist with Audit and YE Compliance Data Collection
• Force out monitoring and processing

• Bachelor’s or Associate Degree
• At least 2 years of qualified plan experience
• Bilingual in English and Spanish
• Qualified plan document experience would be a plus
• Strong interpersonal skills
• Excellent oral and written communication skills
• Ability to organize, prioritize, and manage multiple tasks within established timeframe
• Excellent analytical and critical thinking skills
• Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus.