Operations Support - Distribution Administrator / Clerk I

Operations Support – Distribution Administrator / Clerk I Department: Chico Operations Reports To: Alliance & Distribution Manager FLSA Status: Non-Exempt Pay Rate: $21.00 per hour Reporting Office: Chico, CA Work Arrangement: In-Person Company Prime Pensions, Inc. is a well-established retirement plan administration and actuarial firm specializing in 401(k), profit sharing, defined benefit, cash balance, and other qualified retirement plans for employers across the United States. Since 1975, Prime Pensions has provided customized retirement plan solutions with an emphasis on technical expertise, accuracy, and personalized service. Our team supports a wide variety of plan designs and investment arrangements while maintaining comprehensive oversight and quality standards throughout the administration process. Prime Pensions has been recognized as a leading defined contribution plan administrator and as one of NJBIZ's Best Places to Work in New Jersey. Position Summary The Operations Support – Distribution Administrator / Clerk I provides administrative and operational support to Prime Pensions' Production Services and Distribution teams. This position combines document management, data entry, general office support, and mail processing with responsibilities related to participant distributions and retirement plan loan requests. The position assists with processing participant transactions, reviewing information for accuracy and completeness, maintaining organized records, preparing documents, monitoring workflow, and supporting the day-to-day operational needs of the Chico office. The ideal candidate is highly organized, detail-oriented, dependable, and comfortable working with sensitive financial information. This position is well suited for someone with professional administrative or customer service experience who is interested in developing knowledge and experience within the retirement plan industry. Essential Duties And Responsibilities Distribution & Participant Support Prepare and process participant distribution and loan requests accurately and efficiently. Review participant requests and supporting information for completeness and accuracy. Verify participant eligibility, vesting information, and applicable plan provisions for assigned transactions. Follow established procedures to ensure transactions are processed in accordance with applicable plan provisions, regulatory requirements, and Company procedures. Identify missing information, discrepancies, or potential issues and escalate questions as appropriate. Maintain accurate documentation related to participant transactions. Protect and appropriately safeguard confidential participant, client, financial, and plan information. Operations & Document Support Compile, edit, proofread, and prepare Production and Distribution documents within established deadlines. Perform accurate data entry and maintain organized electronic and physical records. Assist with document preparation, filing, scanning, copying, and other administrative functions. Assist management with the preparation, review, and completion of forms, annual reports, and other documents. Support seasonal projects, large mailing projects, and other operational initiatives. Provide administrative support to other departments as needed. Maintain organized document-management and filing systems. Mail & Office Operations Process incoming and outgoing mail and assist in determining appropriate mailing and shipping methods. Sort, open, organize, and route incoming and interoffice correspondence. Deliver and pick up mail from the U.S. Post Office as required. Assist with bank deposits and other authorized office errands as assigned. Support daily office workflows and operational procedures. Perform routine clerical and general office duties as assigned. Customer Service & Communication Handle telephone calls, emails, and written correspondence professionally and courteously. Communicate with clients, Consultants, A…

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