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Role Overview:
- Process loans and distributions with accuracy and compliance.
- Deliver exceptional customer service to participants and recordkeepers.
- Maintain up-to-date systems like PensionPro and FT William.
Qualifications:
- Minimum 2-3 years of retirement plan document experience.
- High-volume processing skills and strong attention to detail.
- Proficiency in Microsoft Office and recordkeeper platforms.
Culture & Benefits:
- Be part of an empathetic, growth-driven team with high client retention.
- Enjoy fully remote work with flexible PTO and comprehensive benefits.
- Work within a tech-enabled platform backed by Shore Capital Partners.
The Finway Group
The Finway Group is a national retirement plan services firm serving as a Pooled Plan Provider, Third-Party Administrator, and 3(16) Named Fiduciary for retirement plans. With approximately 50 team members and a 96%+ client retention rate, it offers high-touch, results-driven retirement plan management.