Loan and Distribution Specialist

DEFINITI LLC•Cary, NC

25d•Remote

About The Position

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications. Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. PURPOSE OF POSITION The Loan & Distribution Specialist provides support to Retirement Plan Consultants and Senior Plan Consultants within a team environment. The L&D Specialist will have, or develop, thorough knowledge of the legal and regulatory environment surrounding qualified retirement plan withdrawals and gain experience with plan operations.

Requirements

Proficient with Microsoft Office applications
Demonstrated excellence in written and verbal communication
Must be detailed and possess strong organizational skills
Time management focused adhering to deadlines and timelines
Proficient with numbers and basic calculations
Solutions oriented
Ability to work independently and as part of a team in a fast-paced environment
High school diploma or GED required
2+ years’ experience in the financial or accounting arena
As a remote-first company, we have compiled expectations for a successful remote work environment: Ability to build rapport with others remotely while working productively with limited in-person interaction
Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
Designate a quiet, and well-lit space free of as many distractions as possible
Be online and available to work during designated business hours in local time zone
Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Nice To Haves

Prior TPA experience a plus

Responsibilities

Intake of all paper and electronic withdrawal requests
Plan document interpretation and application
Determination of type of request and permissibility
Effective communication with both internal and external plan contacts
Required Documentation of applicable plan and participant information
Coordination with Investment Providers
Vesting calculations and updates
Peer review of transactions prior to submission
Confirm processing of transactions
Plan payroll processing, as needed
Preparation of custodian correction/update forms, as needed

Benefits

A virtual-first work philosophy for most jobs
401(k) with up to 4% match
Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
Paid Parental Leave
A variety of medical, dental and vision plan options including Definiti subsidized premiums
Company-paid life insurance and short-term disability insurance
Bonus plan eligibility

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