Retirement Plan Loan Distribution Specialist
📋 Role Overview & Responsibilities
Seeking: *We're seeking a dedicated individual with 2-3 years of experience in processing loans and distributions within the retirement plan landscape. *experience is required.
You'll play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service, all while embracing our empathetic and growth-driven culture at The Finway Group
About Us:At The Finway Group, we're not your typical corporate America. We're a family-run business specializing in 401(k) plan administration, compliance, and retirement plan consulting. Our secret sauce? Empathy and compassion are our driving forces as we navigate the exciting journey of growth together. Why Choose The Finway Group?Join our close-knit family, where every day feels like a win. Here's why you should be a part of our tribe: 1. People First: We cover 100% of your single health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA. 2. Secure Future: Enjoy a 3% company contribution to your 401(k). 3. Time to Recharge: Start with 15 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays. 4. Path to Success: Be part of our rapid business growth with opportunities for career advancement. 5. Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance. 6. Dress Comfortably: Our office rocks a business casual dress code, with jeans allowed. Our Culture:Join our family-oriented culture where hard work, determination, and being the best at what we do are celebrated. At The Finway Group, we're all about investing in your future. If you're ready to make that investment, we're ready to welcome you with open arms. Your Role:As a Retirement Plan Loan and Distribution Specialist, your responsibilities will include
- Ensuring timely and accurate processing of distributions and loans - Resolving issues as they pertain to distribution and loan processing - Assisting participants as needed to ensure their requests are handled appropriately - Learning different vendors’ websites to approve online requests and run reports when needed - Understanding plan document language in order to ensure proper handling of requests Qualifications:To thrive in our family atmosphere, you should bring:- Preferred minimum of 2-3 years of experience with retirement plan documents- Outstanding verbal and written communication skills for top-notch customer service.- Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.- A keen eye for detail, compliance, and accuracy.- Typical work hours: Monday through Friday, approximately 8:00 am to 5:00 pm. If you're passionate about the retirement industry and want to be part of a team where empathy and compassion drive our success, apply now for the Retirement Plan Customer Service Associate position at The Finway Group. Join us and be part of something truly special.
Frequently Asked Questions
How do I apply for the Retirement Plan Loan Distribution Specialist position at Finway Group? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Finway Group without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in United States with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →