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PCS Retirement is one of the largest independent and conflict-free retirement solution providers.
Distribution Analyst II
Location
United States
Posted
44 days ago
Salary
$35K - $60K / year
Seniority
Mid Level
Job Description
Distribution Analyst II
PCS Retirement
• Supports the daily operations of the distributions team in accordance with FSG internal regulations along with SEC and IRS guidelines • Acts as a training resource for all entry level Distribution Analysts • Conduct quality assurance for the work completed by level I team members and the offshore team • Responsible for reviewing and approving & quality assurance of level one Analysts transactions • Provides trainings for level one Analysts responsibilities • Acts as second in command to Distributions Team Lead in their absence • Accurately processes various distribution types including loans and excess contribution transactions without errors • Performs quality reviews of all transactions processed to verify accuracy • Reviews and prepares manual investment transactions to effect timely disbursement of monies • Evaluates, approves, and processes retirement account requests received from clients • Takes ownership of account related issues by researching historical activity, interacts with various vendors, internal or external partners • Promptly follows up with partners via phone calls or email as needed • Monitors the department email boxes, workflow queues and Salesforce cases • Enhances client experience by providing feedback regarding improvements to streamline existing processes and/or increase department efficiency • Has working knowledge of IRS rules regarding retirement accounts and tax codes via ongoing training courses, IRS publications, or other reference material • Complete other duties and projects as assigned
Job Requirements
- 2+ years of retirement industry experience required
- Financial degree preferred, or any equivalent combination of education or work experience
- Experience with Relius and Salesforce preferred
- 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 able to work efficiently and effectively
- Must be a team player
- 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 disbursements
- Ability to maintain confidentiality of sensitive client information
- Proficiency in Microsoft Office applications: Word, Excel, Power Point, Outlook and Access
- Demonstrated ability to communicate effectively both verbally and in writing
- Interacts professionally with customers and addresses 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 insurance
- life insurance
- short and long term disability
- paid-time off
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