Distribution Coordinator - Phoenix, United States - FuturePlan

Description

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 uncashed 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

• 13 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 predefined 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.

We are proud to be an Equal Opportunity Employer