Managing the end-to-end processing of participant transaction requests, the fully remote Transaction Coordinator II will ensure accurate, timely service related to distributions, loans, and compliance with relevant regulations while performing peer-level quality reviews. Key Responsibilities Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests Process and review various participant transactions, ensuring compliance and accuracy Perform peer reviews for all transaction types and maintain organized records consistent with firm practices Required Qualifications Strong understanding of retirement plan distribution, withdrawal, and loan processes Familiarity with ERISA, IRS, and DOL rules Proficiency in Microsoft Office (Outlook, Excel, Word, Teams) 2+ years of experience in retirement plan administration or a similar financial services role preferred Excellent communication and customer service skills
...Description Job Description Position Type: 1 Year Job Description: Representative Tasks: ~ Operation and monitoring of multiple-fuel water-tube or fire-tube boilers and associated auxiliary equipment to provide steam or high-temperature hot water for building...
Join Grifols, part of ABC Healthcare, as a Bilingual English/Spanish support specialist in our Healthcare & Social Assistance team. In this patient-centered role, youll assist English- and Spanish-speaking patients with scheduling, intake, and follow-up, accurately documenting...
...employees make all the difference in our success! Role: The Chaplain provides a wide range of spiritual services to patients and... ...narrow spaces, endure heat and lack of air conditioning) any home, hospital, nursing home and/or assisted living facility (ALF) Must...
...power solutions. Powering a new electric world for a brighter, more secure future. Job Description Summary : The Journeyman Electrician is a skilled professional responsible for independently installing, maintaining, and troubleshooting electrical systems in...
...Associate Dentist Position Available Immediately - Excellent Opportunity! We are dedicated to delivering patient-focused care with compassion, integrity, and a commitment to continuous improvement. Our team fosters a culture of collaboration, transparency, and respect...