Senior Distributions Analyst

Role Overview

• Supports the daily operations of batch/bulk processes in accordance with FSG internal regulations along with SEC and IRS guidelines.
• Oversees high-volume retirement plan processing, ensuring accuracy, compliance, and timely completion of daily tasks.
• Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings.
• Oversee the monthly 1099-R audit process for assigned custodians, ensuring accuracy and timely completion.
• Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners.
• Review and clear outstanding cash items related to batch processing, ensuring timely and accurate reconciliation.
• Identify opportunities to improve batch processes and collaborate with the Process Owner to document requirements and support development initiatives.
• Build and customize Salesforce reports and monitor daily dashboards to track project status and operational performance.
• Manage and resolve cases in the batch processing queue in alignment with established SLA standards.
• Serve as the subject matter expert for all Trade Agent processes, providing guidance and oversight to ensure effective project execution.
• Take ownership of project-related issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution.
• Communicate promptly with partners via phone or email to ensure timely follow-up and issue resolution.
• Apply knowledge of IRS regulations related to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials.
• Perform additional duties and support special projects as assigned.

Requirements

• 5+ years of retirement industry experience required
• 3+ years of experience with Relius and Salesforce
• 5+ experience with processing distribution and loan transactions
• Experience with processing disbursements for all paying agents on Relius preferred
• Financial degree preferred, or any equivalent combination of education or work experience
• High proficiency in Excel with knowledge of the following formulas and functions: Text to column, conditional formatting, Pivot tables, TRUE/FALSE, VLOOKUP, CONCATENATE, LEN, and TEXTJOIN.
• Self-starter, highly self-motivated with an ability to work independently with minimal instruction.
• Strong attention to detail with an ability to multitask in a fast-paced environment
• Must be a team player
• Ability to adapt to constant process changes
• Ability to work with other leaders to resolve complex issues and bring resolution
• Ability to prioritize work and execute tasks while under pressure
• Ability to run reports out of Salesforce and Relius and analyze data
• Ability to meet various daily deadlines for timely processing of projects.
• Ability to maintain confidentiality of sensitive client information
• Demonstrate ability to communicate effectively both verbally and in writing with all levels within the organization
• Interact professionally with customers, both internal and external, and address all inquiries
• Demonstrates strong analytical foundation, sound judgment, and ability to solve complex problems independently
• Flexibility to work overtime and varied shifts as requested

Benefits

• 401(k) match
• medical
• dental
• vision
• life insurance
• short and long term disability
• paid-time off