Annual Distributions Team Leader
A company is looking for an Annual Distributions Team Leader to oversee the operations of their Annual Distributions Team. Key Responsibilities: Manage a team of 8-10 staff members and ensure compliance with regulatory deadlines Monitor team productivity and develop reports for senior management Provide mentorship and guidance to junior staff while improving existing processes Required Qualifications: Bachelor's degree required Minimum of five years of management experience in a fast-paced environment Relevant industry experience with 401(k) loans and distributions Proficiency with MS Excel and MS Word ASPPA/NIPA industry credentials are a plus
A company is looking for an Annual Distributions Team Leader to oversee the operations of their Annual Distributions Team.
Key Responsibilities:
Manage a team of 8-10 staff members and ensure compliance with regulatory deadlines
Monitor team productivity and develop reports for senior management
Provide mentorship and guidance to junior staff while improving existing processes
Required Qualifications:
Bachelor's degree required
Minimum of five years of management experience in a fast-paced environment
Relevant industry experience with 401(k) loans and distributions
Proficiency with MS Excel and MS Word
ASPPA/NIPA industry credentials are a plus
