Retirement Plan Distribution Specialist

Do you love solving puzzles,\nfollowing a process to the letter, and being the person people count on to get\nit right? At Trinity Pension Consultants, our Administrative Customer Service/Distribution Specialists sit at\nthe intersection of customer service, compliance, and math — helping retirement\nplan participants access their money accurately and on time. If that sounds\nlike your kind of challenge, we want to meet you. Who We Are Trinity Pension Consultants,\nInc. is a leading regional, independent, non-producing Third-Party\nAdministration firm based in Akron, Ohio. We partner with retirement plan\nsponsors and their financial professionals to deliver top-tier administration\nand compliance solutions for employer-sponsored retirement plans — and we're\ngrowing. What You'll\nDo • Be the friendly, knowledgeable voice participants and\ninvestment providers count on for distribution and loan requests —\ncommunicating clearly, accurately, and courteously every time. • Dig into regulations and plan documents, verify\nparticipant data, and apply plan provisions to calculate vested balances and\navailable distribution/loan amounts. • Put your math skills to work running the calculations\nthat determine whether a request is permissible — and get it right the first\ntime. • Prepare investment company distribution and loan forms,\nkeep transactions moving on schedule, and accurately bill for participant\ndistributions. • Become the go-to expert on Trinity's systems (Pension\nPro, our Distribution Portal, Excel tracking, and more) and on every qualified\nplan distribution and loan option out there. • Jump in on cross-departmental support and special\nprojects — we're a team, and we roll up our sleeves together. Requirements Must-Haves • Live in (or be ready to relocate to) Northeast Ohio. • High school diploma required; Bachelor's degree in a\nrelated field preferred. • Prior experience with qualified retirement plans is a\nbig plus but not required. • Proficient in MS Office (Word, Excel, Outlook). • Sharp attention to detail, strong multitasking and\nprioritizing skills, and a head for numbers. • Willingness to complete ASPPA's Retirement Plan\nFundamentals and NIPA Loan Administrator Courses. Benefits Why You'll\nWant to Stay • Real work on real problems — we do things the right way\nand keep improving. • A true-partner mindset, with our clients and with each\nother. • A culture that promotes from within — when we say\nupward mobility, we mean it. • A team that genuinely wants to hear your ideas, not\njust your output. What We Offer • Salary based on experience • Paid Time Off (PTO), plus the option to purchase more • 401(k) retirement plan • Medical, Dental, Vision, and H.S.A. — effective Day 1 • Life Insurance, LTD, and STD • Summer Fridays Ready to Join\nUs? If this sounds like your next\ncareer move, hit apply — our quick application takes about 5 minutes, and your\ninformation goes straight to our hiring team. Trinity\nPension Consultants provides equal employment opportunity to all qualified\napplicants without regard to race, color, sex, age, national origin, religion,\nsexual orientation, gender identity and/or expression, veteran status,\ndisability, or any other protected class under federal, state, or local law. At this time, we\nare unable to sponsor immigration or work authorization for this role, now or\nin the future.