Distributions Analyst

🔥 19 hours ago

🇺🇸 United States – Remote

💵 $40k - $60k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Analyst

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Review, approve, and perform quality assurance on Level I analysts’ transactions • Train Level I analysts • Act as second in command to the Distributions Team Lead during their absence • Process distribution types, including loans and excess contribution transactions, accurately • Perform quality reviews of all processed transactions • Review and prepare manual investment transactions for timely disbursement • Evaluate, approve, and process retirement account requests from clients • Research historical account activity and resolve account-related issues • Interact with internal and external vendors and partners • Follow up with partners by phone or email • Monitor department email boxes, workflow queues, and Salesforce cases • Provide process-improvement feedback to streamline workflows and increase department efficiency • Maintain working knowledge of IRS retirement-account rules and tax codes • Complete other assigned duties and projects

🎯 Requirements

• 2+ years of retirement industry experience required • Financial degree preferred, or equivalent combination of education or work experience • Experience with Relius and Salesforce preferred • Self-starter, highly self-motivated, and able to work independently with minimal instruction • Strong attention to detail and ability to multitask in a fast-paced environment • Ability to prioritize work and execute tasks under pressure • Ability to run reports in Salesforce and Relius and analyze data • Ability to meet daily deadlines for timely processing of disbursements • Ability to maintain confidentiality of sensitive client information • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Access • Keyboarding proficiency, internet savvy, and experience using web-based systems • Effective verbal and written communication skills • Professional customer interaction and inquiry handling • Strong analytical foundation, sound judgment, and ability to solve complex problems independently • Flexibility to work overtime and varied shifts as requested • Ability to meet remote-work requirements: uninterrupted virtual workspace, family care during business hours, and internet speed of 50 Mbps or better

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Flexible/fully remote work arrangement • Overtime and varied shifts may be available