FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Section 1: Position Summary

The Distribution Coordinator position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole.

Section 2: Job Functions, Essential Duties and Responsibilities

Disbursements:

• Support timely and accurate processing of disbursements
• Research and resolve outstanding issues as it pertains to distributions processing
• Basic understanding of 1099R record process by researching and resolving all discrepancies on payouts including applicable state and federal tax withholding, fees, etc.
• Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or resolved timely.
• Timely and accurate follow up with clients for un-cashed and/or voided distribution checks.
• Effectively communicate (verbal/written) with clients on transaction forms that are not in good order and follow up as necessary to ensure timely completion.
• Identify escalated issues/concerns and refer these to your leadership team.

General duties and responsibilities:

• Consistently provide a high level of customer service while communicating and coordinating with internal/external business units to assist in issue resolution.
• Document procedures and workflows.
• Seek out training opportunities offered through the Learning Center. Continuously increase skill set on less familiar topics that have an influence on the department.
• Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.

Section 3: Experience, Skills, Knowledge Requirements

• 1-3 years of office administration preferred
• Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks.
• Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. .
• Works efficiently with a pre-defined schedule or set of existing priorities. Responsibility to manage own tasks, but may need assistance dealing with conflicting priorities.
• Ability to complete daily work as assigned.
• Familiarity MS-Office software applications, including Excel & Word

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.