Strongpoint PartnersHiring

Loans & Distributions Specialist

  • Remote, worldwide
  • Mid-level
  • Posted 2 days ago
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In one line

Remote processing role handling loan and distribution requests for retirement plan participants, with a preference for Central or Eastern time zones.

About the role

The loans and distributions team keeps participant requests moving accurately and on time, working with several recordkeepers and plan documents. The work is high volume, with requests expected to clear within 24 to 48 hours.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, worldwide
Seniority
Mid-level
Working hours
Preference for Central and Eastern time zones
Skills
Retirement plan documents, PensionPro, FT William, ERISApedia, Microsoft Office
Posted
27 Oct 2026
Last checked
28 Oct 2026

What you will do

  • Work through overnight requests assigned to you and process distributions and loans on time
  • Help participants by learning vendor websites to approve online requests and run reports
  • Answer and return calls from recordkeepers, customers and participants
  • Keep records current across PensionPro, FT William, recordkeeper systems and ERISApedia

What they look for

  • 2 to 3 years of experience with retirement plan documents
  • Has worked in a high-volume processing environment
  • Highly organised, able to keep several requests moving to meet 24 to 48 hour metrics
  • Understands plan document language well enough to handle requests correctly

Nice to have

  • Experience with recordkeepers such as Help, Voya, John Hancock, Principal or TransAmerica

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

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ChatGPT

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Connector URL
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Muse

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Message for Muse
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Muse is available in the US only for now.

Prompt
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Questions about this job

Can I do this job remotely, and from which countries?

Yes, it is listed as remote, and the posting does not tie it to one country. On hours, the posting says: Preference for Central and Eastern time zones.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a mid-level role. The posting asks for: 2 to 3 years of experience with retirement plan documents; has worked in a high-volume processing environment; highly organised, able to keep several requests moving to meet 24 to 48 hour metrics. Skills it names include Retirement plan documents, PensionPro, FT William, ERISApedia.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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