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Generalist early-career finance role with common skills and broad applicant pool, moderate competition.
Reconciliation and Excel skills transfer across industries, but 401(k) distribution specifics limit fit moderately.
Explicit 0.5-3 year preference with basic Excel and reconciliation requirements, moderate filtering.
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Support timely and accurate processing of loans and distribution disbursements within the Loans and Distributions team.
Research and resolve distribution processing issues, coordinating with trust companies, recordkeepers, internal departments, and clients to ensure timely participant payments.
Document operational procedures and workflows, maintain confidentiality of sensitive data, and escalate issues to leadership when necessary.
Experience: 6 months to 3 years in office administration preferred.
Familiarity with financial services industry, specifically 401(K) plan administration; Basic MS Office knowledge, preference for good Excel skills.
Good communication skills, attention to detail, problem-solving and analytical abilities.
Flexibility for day/night shifts based on business requirements.
Experience working under defined schedules with ability to manage own tasks and priorities efficiently.
Capability to document clear procedures and communicate effectively with clients and internal teams.
Comfortable working both independently and collaboratively in deadline-driven environments.