Distributions Analyst II

A company is looking for a Distributions Analyst II to support the daily operations of the distributions team. Key Responsibilities Review and approve transactions while conducting quality assurance for level one Analysts Provide training for level one Analysts and act as second in command to the Distributions Team Lead in their absence Process various distribution types accurately and enhance client experience by suggesting process improvements Required Qualifications 2+ years of retirement industry experience required Financial degree preferred or equivalent combination of education and work experience Experience with TSM and Salesforce preferred Ability to prioritize work and meet deadlines in a fast-paced environment Proficiency in Microsoft Office applications and ability to analyze data from Salesforce and TSM

Mar 20, 2025 - 18:47

A company is looking for a Distributions Analyst II to support the daily operations of the distributions team. Key Responsibilities Review and approve transactions while conducting quality assurance for level one Analysts Provide training for level one Analysts and act as second in command to the Distributions Team Lead in their absence Process various distribution types accurately and enhance client experience by suggesting process improvements Required Qualifications 2+ years of retirement industry experience required Financial degree preferred or equivalent combination of education and work experience Experience with TSM and Salesforce preferred Ability to prioritize work and meet deadlines in a fast-paced environment Proficiency in Microsoft Office applications and ability to analyze data from Salesforce and TSM