Entry Level Distribution Specialist

Are you looking for a position where you can utilize your superior customer service skills? Do you excel at attention to detail and catching oversights?

Nova 401(k) Associates is looking to fill a full-time Defined Benefit Distribution Specialist position in our Houston, TX office. In this position, you will process defined benefit and cash balance plan distribution requests and communicate information about those requests to participants and plan sponsors. Although welcome, industry experience is not required, and paid training will be provided.

At Nova 401(k) Associates, we are committed to your professional growth. We offer comprehensive training programs, mentorship opportunities, and clear career advancement paths to help you succeed and grow within our company.

Job Responsibilities:

• Prepare standard distribution packages from start to finish, including optional benefit forms and relative value calculations for both traditional DB plans and cash balance plans


• Prepare non-standard distribution packages including, but not limited to, required minimum distributions, late retirement, early retirement, etc.


• Assist participants, clients, and/or financial advisors with distribution issues/inquiries


• Update account managers, management, and plan sponsors as necessary on requests and progress


• Confirm distribution packages are completed in full


• Process payment with the plan’s payment provider


• Have general understanding and interpretation of plan documents regarding distributions


• Serve as a backup for data entry


• Continue training on distribution and other defined benefit plan issues


• Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates


• Remain up to date on Nova's Cyber security procedures and training


• Establish solid working relationship with all vendors and plan sponsors to ensure open and accurate communication


• Perform other related duties as required

Qualifications:

• Bachelor’s degree required


• Bilingual speaking is a plus


• Ability to establish priorities, work independently, and proceed with objectives without supervision


• Superior organizational and coordination skills


• Flexibility, adaptability, and ability to multi-task


• Coachable and committed to professional development


• Knowledge of Corbel Documents & Pension Pro is a plus


• Experience in the retirement industry a plus but not required

Compensation and Benefits:

• Base Hourly Pay: $20-$22 per hour


• Medical, disability, dental, and life insurance


• Paid time off


• 401(k) with Employer Match

Work Location/Hours:

• Work from Nova’s Houston, TX office


• Must work from USA and be authorized to work for any US employer


• We will supply all necessary computer equipment


• 40 hour work week, 8 hours per day, Monday-Friday

We get it. We listen. We communicate.

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