Transaction Specialist

Mid Atlantic Capital Group

16h • Hybrid

About The Position

FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement defining a retirement plan standard of excellence. This position will be responsible for completing transactions, such as loans, hardship, termination distributions, QDROs, RMDs, and In-service distribution. They will follow a 7 step protocol to make sure the transaction is accurate and to prevent fraud. The position requires direct contact and interaction with participants.

Requirements

• Bachelor's or Associate Degree
• At least 2 years of qualified plan experience
• Bilingual in English and Spanish
• Strong interpersonal skills
• Excellent oral and written communication skills
• Ability to organize, prioritize, and manage multiple tasks within established timeframe
• Excellent analytical and critical thinking skills
• Exceptional skills in Microsoft Office Suite, Excel, preferred.

Nice To Haves

• Qualified plan document experience would be a plus
• Being familiar with Microsoft Word and Adobe Acrobat a plus.

Responsibilities

• Completes participant transaction requests
• Responds to Plan Sponsor questions or co-ordinates with service providers
• Maintains the ATCSF Admin system contact changes
• Ongoing daily monitoring of support and team emails
• Assists in overseeing plan sponsor service requests
• Completes annual and interim notices and disclosures
• Assist with Audit and YE Compliance Data Collection
• Force out monitoring and processing

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree