The Retirement Plan Distribution Specialist position verifies the completion of processes and manages the incoming forms for incoming retirement plan distribution submissions (paper and online). This position will work in multiple systems that are web-based to retrieve necessary information and is required daily to manage a high-volume, deadline-driven workload, as well as perform administrative functions within the systems. This position will perform data entry, scanning and other related clerical duties as assigned.  This position does not provide investment advice.


  • Three (3) years of recent, continuous office administrative experience
  • Exceptional time-management skills
  • Exceptional attention to detail for complex data
  • Ability to meet tight deadlines in a fast-paced environment
  • Exceptional organizational skills
  • Excellent verbal and written communication skills
  • Proficient knowledge of MS Outlook, MS Excel, MS Word, and Adobe
  • Full time/onsite, 40 hours a week, Monday – Friday, 7:30 am – 4:30 pm or 8 am – 5 pm
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Apply: Retirement Plan Installation Specialist

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