Retirement Plan Distributions Administrative Assistant

Mand is hiring a Retirement Plan Distributions Administrative Assistant in Remote for a full-time opportunity supporting accurate and timely retirement plan distribution work.

About This Position

This full-time Retirement Plan Distributions Administrative Assistant role with Mand centers on day-to-day administrative support for retirement plan distribution activity. The position combines careful documentation, participant-facing follow-up, and process coordination so distributions move correctly from request through completion. Candidates looking for Retirement Plan Distributions Administrative Assistant jobs near Remote or Mand careers will find clear operational accountability, steady volume of form and recommendation work, and close collaboration with plan and compliance stakeholders. The focus is service accuracy, complete records, and smooth handoffs rather than sales or plan design.

Your Responsibilities

• Receive, log, and track retirement plan distribution requests and related participant paperwork through to completion
• Prepare, review, and route distribution forms, authorizations, tax documents, and supporting correspondence
• Verify participant data, eligibility details, and completeness of submissions against plan rules and internal checklists
• Respond to participant and plan contact inquiries about distribution status, required documents, and next steps
• Maintain accurate digital files, notes, and audit-ready records for each distribution case
• Coordinate with internal teams on exceptions, outstanding items, and scheduled distribution windows
• Support standard reporting, quality reviews, and process checklists used for retirement plan distributions
• Follow established privacy, confidentiality, and documentation standards in all administrative work

Requirements

• Prior administrative or office support experience, ideally in benefits, retirement plans, finance operations, or high-volume document processing
• Strong attention to detail when handling forms, figures, names, and dates under time-sensitive cycles
• Clear written and verbal communication skills for participant and internal follow-up
• Comfort with common office software, secure record systems, and multi-step checklists
• Ability to prioritize a mixed queue of distribution cases, emails, and status updates
• Reliable organization habits and willingness to follow compliance-oriented procedures
• Professional discretion when working with sensitive personal and financial information

Why Join Mand

Mand is hiring for this role and offers a supportive team environment. Joining as a Retirement Plan Distributions Administrative Assistant means contributing to precise, participant-focused distribution administration with clear expectations and collaborative support.

Ready to Apply?

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.