Stock Loan Manager jobs in Chico, CA

Job Description

This is a unique entry level position in the Pension Administration industry. We are seeking candidates who are looking to start a challenging and rewarding career. If you enjoy analyzing and interpreting complex information, while providing excellent customer service to our valued clients and team members, you may be just right for this job and our company.

SUMMARY:

This position is responsible for processing pension/401(k) participant distributions, loan requests, and other various types of distributions; while ensuring accuracy, timely processing, and adherence to policies and legal requirements. Enhanced customer service skills are needed to handle phone calls and written correspondence while maintaining a polite and professional demeanor.

Other duties to include:

• Sort and distribute mail and prepare outgoing mail (distribution packages and loans).

· Utilize office machines such as copiers, printers, faxes and computers for word processing, spreadsheet creation, saving and linking documents, etc.

· Printing and mailing invoices, check, etc.

• Assist with projects; i.e. Annual Report Distributions, Corrective Distributions, Required Minimum Distributions, Vesting Submissions, Auto rollovers, Fee Disclosures, Annual Notices, etc.

Capability to work in a fast-paced and team-oriented office environment.

Excellent organizational, problem solving skills, and attention to detail. Must be self-motivated, goal oriented with an ability to multi-task.

*QUALIFICATIONS:

· Two years (minimum) administrative/professional experience which includes customer service (highly preferred in the banking/financial, legal or insurance service fields); OR one year pension administration experience.

· Proficiency in word, Excel, and Outlook.

The ability to work independently and to problem solve on your own.

Job Type: Full-time

Pay: $18.00 - $19.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Vision insurance

Experience level:

• 1 year

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Administrative: 2 years (Required)
• Customer service: 2 years (Required)

Shift availability:

• Day Shift (Required)

Work Location: In person