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PCS Retirement is one of the largest independent and conflict-free retirement solution providers.
Senior Distributions Analyst
Location
United States
Posted
118 days ago
Salary
$48K - $60K / year
Seniority
Senior
Job Description
Senior Distributions Analyst
PCS Retirement
• Supports the daily operations of batch/bulk processes in accordance with FSG internal regulations along with SEC and IRS guidelines. • Oversees high-volume retirement plan processing, ensuring accuracy, compliance, and timely completion of daily tasks. • Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings. • Oversee the monthly 1099-R audit process for assigned custodians, ensuring accuracy and timely completion. • Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners. • Review and clear outstanding cash items related to batch processing, ensuring timely and accurate reconciliation. • Identify opportunities to improve batch processes and collaborate with the Process Owner to document requirements and support development initiatives. • Build and customize Salesforce reports and monitor daily dashboards to track project status and operational performance. • Manage and resolve cases in the batch processing queue in alignment with established SLA standards. • Serve as the subject matter expert for all Trade Agent processes, providing guidance and oversight to ensure effective project execution. • Take ownership of project-related issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution. • Communicate promptly with partners via phone or email to ensure timely follow-up and issue resolution. • Apply knowledge of IRS regulations related to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials. • Perform additional duties and support special projects as assigned.
Job Requirements
- 5+ years of retirement industry experience required
- 3+ years of experience with Relius and Salesforce
- 5+ experience with processing distribution and loan transactions
- Experience with processing disbursements for all paying agents on Relius preferred
- Financial degree preferred, or any equivalent combination of education or work experience
- High proficiency in Excel with knowledge of the following formulas and functions: Text to column, conditional formatting, Pivot tables, TRUE/FALSE, VLOOKUP, CONCATENATE, LEN, and TEXTJOIN.
- Self-starter, highly self-motivated with an ability to work independently with minimal instruction.
- Strong attention to detail with an ability to multitask in a fast-paced environment
- Must be a team player
- Ability to adapt to constant process changes
- Ability to work with other leaders to resolve complex issues and bring resolution
- Ability to prioritize work and execute tasks while under pressure
- Ability to run reports out of Salesforce and Relius and analyze data
- Ability to meet various daily deadlines for timely processing of projects.
- Ability to maintain confidentiality of sensitive client information
- Demonstrate ability to communicate effectively both verbally and in writing with all levels within the organization
- Interact professionally with customers, both internal and external, and address all inquiries
- Demonstrates strong analytical foundation, sound judgment, and ability to solve complex problems independently
- Flexibility to work overtime and varied shifts as requested
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
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