All Jobs
All Jobs
Distribution Administrator Lakewood Ranch

Distribution Administrator

Full Time • Lakewood Ranch
Benefits:
  • 401(k)
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Wellness resources
Position Overview: 
The Distribution Administrator’s primary function is to perform the clerical and administrative support functions related to KB Pension Services, Inc. client services as directed by those professional staff members responsible for service completion.  Performance is evaluated based on quality and accuracy of work. 

Essential Functions: 
1. Processes withdrawals and loans: 
  • Receives requests from participants, plan sponsors or pension administrators. 
  • Sends out forms and notices. 
  • Receives, reviews and processes returned forms. 
  • Follows up on involuntary distributions, lost participants and uncashed checks. 
  • Maintains a tracking system to log the status of all withdrawal processing from beginning to end. 
2. Backs up Data Processor as needed: 
  • Enters data from payroll reports or uploads payroll files. 
  • Prepares reports and communicates with clients. 
3. Backs up Executive Assistant as needed: 
  • Answers phones. 
  • Distributes mail. 
  • Receives and forwards kbpension.com emails. 
Other Functions: 
  • Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
  • Pursues training and upgrading of skills, including Firm software and Microsoft Office programs, etc.
  • Has a basic knowledge and understanding of the services and products offered by the Group.
  • Performs other duties as may be assigned.
Required Experience and Skills:
  • Minimum of 2-4 years experience as an Administrative Assistant or Secretary.  Previous experience in benefits administration preferred.
  • Solid knowledge of Excel and Word as well as the ability to learn other programs including database, e-mail, benefits administration, and calendar software.
  • Effective verbal and written communication skills.
  • Conducts himself/herself with integrity in a responsible, professional manner and appearance.
  • Excellent organizational skills.
Educational Requirements:
  • Minimum of a high school education required.  Some college education or secondary training preferred.
Working Requirements:
  • Occasional travel for business and staff meetings or to attend seminars using a personal vehicle is likely.
  • Overtime work throughout the year as projects and busy seasons require is likely.
Safety:
  • Minimal hazards.
  • General office working conditions.
  • May be required to lift files/boxes in the range of 10-20 pounds.
This job description does not list all required duties.  You may be asked to perform other tasks as necessary.  Your performance will be evaluated, in part, based on your handling of duties listed in this job description.

Management has the right to revise this job description at any time.  The job description is not a contract for employment, and either you or Kerkering Barberio may terminate your employment at any time.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. 
 
We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics. 




(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or