Logo
job logo

Remote Loan & Distribution Specialist - Retirement Plans

Definiti Llc, Cary, North Carolina, United States, 27518

Save Job

A national retirement services company is seeking a Loan & Distribution Specialist to support Retirement Plan Consultants. This remote position requires expertise in financial regulations and excellent communication skills. The role involves managing withdrawal requests, coordinating with investment providers, and ensuring compliance with plan documents. Ideal candidates have a high school diploma, 2+ years in finance, and proficiency in Microsoft applications. Attractive benefits include flexible PTO, 401(k) matching, and various medical plans. #J-18808-Ljbffr