Managing the end-to-end processing of participant transaction requests, the fully remote Transaction Coordinator II will ensure accurate, timely service related to distributions, loans, and compliance with relevant regulations while performing peer-level quality reviews. Key Responsibilities Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests Process and review various participant transactions, ensuring compliance and accuracy Perform peer reviews for all transaction types and maintain organized records consistent with firm practices Required Qualifications Strong understanding of retirement plan distribution, withdrawal, and loan processes Familiarity with ERISA, IRS, and DOL rules Proficiency in Microsoft Office (Outlook, Excel, Word, Teams) 2+ years of experience in retirement plan administration or a similar financial services role preferred Excellent communication and customer service skills
Role DescriptionHome Genius Exteriors is rapidly expanding across the Midwest and is... ...in Year 6. Were hiring a Window & Door Project Coordinator to manage the communication, scheduling,... ...for Company-Wide Events ~Fully Remote, work from home opportunity ~Huge Growth/...
...Director of Health and Wellness Lead with heart. Inspire exceptional care. Inspired Living at Hidden Lakes is looking for an experienced, compassionate Director of Health & Wellness to lead our clinical team and champion exceptional resident care. This is a hands...
...and intrinsic worth of each individual is recognized. Submit your application for the opportunity below: Registered Nurse Transplant Coordinator Job Summary and Qualifications The Renal Transplant Coordinator is a professional registered nurse that performs a variety...
...on your skills and experience talk with your recruiter to learn more. Base pay range $65.00/hr - $120.00/hr Position: Economics Teachers, Postsecondary Type: Hourly contract Compensation: $65$120/hour Location: Remote Commitment: Minimum 15...
...Junior Accountant Greater Springfield, MA Area (Fully Onsite)Our nonprofit client is seeking a Junior Accountant to join their team. This is an excellent opportunity for someone looking to grow their accounting career while making an impact within a mission-driven organization...