Entry Level Distribution Specialist

Job description

Administrative Fiduciary Services, Inc. 'AFS' ( www.afs316.com ) is a 3(16)-firm headquartered in Houston, Texas. We provide 3(16) fiduciary services for all types of qualified retirement plans including, 401(k), Profit Sharing, and Cash Balance Plans. We are located at 10777 Northwest Freeway, Suite 440, Houston, TX 77092. We are looking to fill a Distribution Specialist position. Although welcome, industry experience is not necessary and paid training will be provided. Upon hire, candidates will be required to successfully complete the NIPA Distribution Administrator and Loan Administrator Certificates. For additional information on the Distribution Administrator and Loan Administrator Certificate Program, please visit NIPA’s website at www.nipa.org . Job Summary : The person in this position completes requests for loans, in-service distributions, termination distributions They handle participant inquiries and plan sponsor inquiries associated with this task. They coordinate loan default reports, Minimum Required Distributions, and other related tasks. The person in this position tracks and reports on the progress of all requests and gives information to participants, plan sponso...