Distribution & 401k Specialist

Ahola • Brecksville, OH

7d

About The Position

The Distribution & 401(k) Support Specialist is a dual-function position responsible for supporting the Company's distribution and receiving activities while providing administrative, project, data, and electronic file support for the 401(k) business. The Distribution function is responsible for receiving, organizing, storing, preparing, and distributing Company and client materials, mail, supplies, packages, and other physical items. The position helps ensure accurate, timely, and efficient handling of incoming and outgoing materials. The 401(k) support function provides administrative and technical assistance related to electronic data files, EDI processing, client and internal projects, data validation, system processes, reporting, and other activities supporting 401(k) operations. This position works closely with internal teams and other business partners to ensure assigned work is completed accurately and timely. The position requires strong organization, attention to detail, follow-through, confidentiality, and the ability to manage competing priorities across both functional areas.

Requirements

• High school diploma or equivalent
• Prior experience in an administrative, distribution, receiving, data processing, benefits, retirement plan, payroll, or related environment.
• Strong organizational, time-management, problem-solving, and follow-through skills with a high level of attention to detail and accuracy.
• Ability to manage multiple priorities, meet deadlines, and work independently and collaboratively.
• Strong written and verbal communication and customer service skills.
• Proficiency with Microsoft Office, particularly Outlook and Excel, and the ability to learn and effectively use Company systems and technology.
• Ability to maintain confidentiality and appropriately handle sensitive employee, participant, client, and Company information.

Nice To Haves

• Experience with 401(k) administration, EDI, electronic file processing, payroll files, data audits, reconciliations, or project support is preferred.
• Ability to lift, carry, push, or pull packages, supplies, and other materials associated with distribution and receiving activities.

Responsibilities

• Receive, sort, organize, and distribute incoming mail, packages, supplies, client materials, and other items to appropriate employees, departments, locations, or clients.
• Prepare and process outgoing mail, shipments, packages, and Company mailings, ensuring accuracy of addresses, labels, quantities, and other required information.
• Maintain organized distribution, receiving, and storage areas and monitor inventory of commonly used supplies.
• Assist with ordering, receiving, stocking, and distributing office and operational supplies.
• Coordinate shipments with carriers and assist with resolving routine shipping and receiving issues.
• Process and monitor 401(k) payroll files, EDI files, system imports and exports, and other electronic data according to established procedures and deadlines.
• Review data and files for completeness and accuracy; identify, research, and assist with resolving errors, discrepancies, rejected records, and other processing issues.
• Assist with data audits, reconciliations, quality-control reviews, reporting, and validation activities to support data integrity.
• Provide administrative and technical support for 401(k) projects.

Benefits

• Company Paid Holidays (7 days)
• Paid Time Off (5 days)
• Accrued Tiered Vacation Time
• Paid Volunteer Time Off (3 days)
• Birthday Paid Time Off (1 day)
• Medical, Dental, and Vision
• Company-Paid Life Insurance and Short-Term Disability
• Company-Paid Employee Assistance Plan
• Monthly Employee Engagement Events
• Company-Paid Employee Store
• Fitness Reimbursement
• Monthly and Quarterly Sales Incentive Bonuses
• Competitive base pay with uncapped, lifetime commission
• 401(k) with Employer Matching Contribution
• Professional Development Reimbursement and Advancement Opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED