Are you looking for a position where you can utilize your superior customer service skills? Do you excel at attention to detail and catching oversights?
Nova 401(k) Associates is looking to fill a full-time Defined Benefit Distribution Specialist position in our Houston, TX office. In this position, you will process defined benefit and cash balance plan distribution requests and communicate information about those requests to participants and plan sponsors. Although welcome, industry experience is not required, and paid training will be provided.
At Nova 401(k) Associates, we are committed to your professional growth. We offer comprehensive training programs, mentorship opportunities, and clear career advancement paths to help you succeed and grow within our company.
Job Responsibilities:
Prepare standard distribution packages from start to finish, including optional benefit forms and relative value calculations for both traditional DB plans and cash balance plans
Prepare non-standard distribution packages including, but not limited to, required minimum distributions, late retirement, early retirement, etc.
Assist participants, clients, and/or financial advisors with distribution issues/inquiries
Update account managers, management, and plan sponsors as necessary on requests and progress
Confirm distribution packages are completed in full
Process payment with the plan’s payment provider
Have general understanding and interpretation of plan documents regarding distributions
Serve as a backup for data entry
Continue training on distribution and other defined benefit plan issues
Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates
Remain up to date on Nova's Cyber security procedures and training
Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication
Perform other related duties as required
Qualifications:
Bachelor’s degree required
Bilingual speaking is a plus
Ability to establish priorities, work independently, and proceed with objectives without supervision
Superior organizational and coordination skills
Flexibility, adaptability, and ability to multi-task
Coachable and committed to professional development
Knowledge of Corbel Documents & Pension Pro is a plus
Experience in the retirement industry a plus but not required
Compensation and Benefits:
Base Hourly Pay: $20-$22 per hour
Medical, disability, dental, and life insurance
Paid time off
401(k) with Employer Match
Work Location/Hours:
Work from Nova’s Houston, TX office
Must work from USA and be authorized to work for any US employer
We will supply all necessary computer equipment
40 hour work week, 8 hours per day, Monday-Friday
We get it. We listen. We communicate.
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