Administrative Customer Service

Trinity Pension Consultants•Copley Township, OH

2d•Onsite

About The Position

Trinity Pension Consultants is seeking an Administrative Customer Service/Distribution Specialist to join their growing team in Akron, Ohio. This role is ideal for someone who enjoys problem-solving, following processes, and ensuring accuracy in financial transactions. The specialist will be responsible for assisting retirement plan participants with accessing their funds, ensuring compliance, and performing necessary calculations accurately and on time.

Requirements

Must reside in or be willing to relocate to Northeast Ohio.
High school diploma required.
Proficient in MS Office (Word, Excel, Outlook).
Sharp attention to detail, strong multitasking and prioritizing skills, and a head for numbers.
Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.

Nice To Haves

Bachelor's degree in a related field preferred.
Prior experience with qualified retirement plans is a big plus.

Responsibilities

Serve as the primary contact for participants and investment providers regarding distribution and loan requests, ensuring clear, accurate, and courteous communication.
Analyze regulations and plan documents to verify participant data and apply plan provisions for calculating vested balances and available distribution/loan amounts.
Perform calculations to determine the permissibility of requests and ensure accuracy.
Prepare distribution and loan forms for investment companies, manage transaction timelines, and accurately bill for participant distributions.
Develop expertise in Trinity's systems (Pension Pro, Distribution Portal, Excel) and qualified plan distribution/loan options.
Provide cross-departmental support and participate in special projects as part of a collaborative team effort.