We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

BRIEF DESCRIPTION / OVERVIEW: We are looking for a motivated individual to join our Distribution Processing Team! Experience with the material is preferred, but not required. We are willing to train up the right individual. Eagerness to learn and attention to detail are a must. The Distribution Processor serves as a point of contact for the participants and school district, handling a variety of tasks for both internal and external employees and partners, such as written communications, client contact management, and incoming distributions processing. We encourage career development and opportunities are available.

RESPONSIBILITIES :

• Assist relationship manager in processing 403(b), 457(b), 401(a) and FICA Alternative retirement plans

• Process loans, hardship withdrawals, death claims, rollovers, and cash payments distributions

• Review plan distributions and determine eligibility based on plan design and regulations

• Coordinate with internal relationship manager to resolve problems relating to information or payments

• Maintain understanding of applicable rules, regulations and polices governing 403(b), 401(a), 457(b) and FICA Alternative retirement plans

• Maintain strong communication with school district officials for participants eligibility

• Reconcile payment amounts and documentation with custodian banking team

• Process required minimum distributions and maintain knowledge of IRS requirements

• Review documents for authenticity and accuracy and processes requests relating to assigned benefit programs

• Process all distributions and meet distribution deadlines (both individual and team deadlines)

• Provide account statements when needed

• May verify the legitimacy of beneficiary designations and finalizes payments for death claims for members/retirees, including those with specialized issues such as QDROs

• Send letters/email communication with the associated reason in reference to declination, missing information, and appropriate forms when needed

• Assist in the check file process

• Assist in providing 1099 records or corrections

QUALIFICATIONS & SKILLS :

• Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn.

• Preferred knowledge of retirement accounts: 403(b), 457(b), 401(k), 401(a), FICA Alternative.

• College Degree or comparable industry experience is preferred.

• General knowledge of computer applications - Microsoft Office, Gmail, Adobe Acrobat.

• Highly skilled at time management and prioritization of responsibilities.

• Ability to handle multiple tasks simultaneously with a high degree of accuracy.

JOB CLASSIFICATION & ADDITIONAL INFORMATION :

• Job Classification : Full-Time

• Base Salary/ Wage: $18-20 per hour

• Position hours are 8am - 5pm Monday - Friday.

• Benefits :

• Medical, Dental, & Vision insurance

• Generous PTO

• Team Appreciation Day

• Free drinks and snacks stocked in the break room

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.