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Loans & Distributions Specialist, (BEI)

Santa Ana, CA

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

About Benefit Equity, (BEI):

Located in Santa Ana, California, Benefit Equity has been a leader in the retirement services industry since 1989. Their team of 14 retirement plan strategists have built a reputation for helping successful small- to medium-sized businesses, wealth advisors, payroll companies, and tax professionals with reliable and trusted guidance to meet their retirement objectives. Specializing in retirement plan administration and consulting services, BEI’s team is set apart by their belief in building and cultivating relationships and their collaborative approach to solve problems for their clients. BEI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Loan & Distribution Specialist is responsible for processing Participant withdrawals, responding to internal and external inquiries and developing a strong understanding of pension administration software systems and processes.  An eagerness to engage in ongoing training is a central requirement of this position.

PLEASE NOTE: This role is based out of BEI's Santa Ana, CA office and requires regular in-person attendance. We value collaboration and believe that working together on-site fosters strong teamwork, communication, and innovation.

Key Responsibilities:

  • Process retirement plan withdrawals
  • Maintain workflow through Corporate CRM
  • Perform & communicate basic calculations
  • Assist teammates with Government filings
  • Respond timely to phone and email inquiries from clients and strategic partners.
  • Maintain databases needed to track specific transactions
  • Process files downloaded from investment providers
  • Review Retirement Plan Participant data and upload to valuation software
  • Send electronic reports and notices to clients
  • Participate in training which includes regular review of work by senior level team members
  • Other duties as assigned.

Minimum Qualifications:

  • 1-3 years of experience in a customer service environment.
  • Ability to work independently with management review and support.
  • High degree of organization and attention to detail.
  • Excellent time management and ability to work efficiently.
  • Ability to communicate effectively with clients, participants and recordkeepers.
  • Ability to establish priorities, work independently, and proceed with objectives without supervision.
  • Ability to handle and resolve recurring problems.
  • Flexibility, adaptability and ability to multi-task.
  • Team player, collaborative, able to work with and through others.
  • Proficiency in MS Excel, Outlook, and Word.
  • Ability to utilize and keep current CRM software.

Preferred Qualifications:

  • Bachelor's degree preferred.
  • Prior experience in the retirement and/or financial services industries highly preferred.

Pay Transparency Statement:

The anticipated compensation for this position is expected to be in a range of $20-$25 per hour.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job-related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program, (if eligible).

 

Our Value-Driven Employee Experience:

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks

 

 

 

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