Note: The job is a remote job and is open to candidates in USA. PCS Retirement, LLC is an independent retirement solution provider offering recordkeeping and related services for retirement plans, individual retirement accounts, and health savings accounts. The Senior Distributions Analyst manages high-volume retirement distribution and batch-processing operations, ensuring accuracy, compliance with IRS and SEC guidelines, reconciliation, and timely completion. The role also supports process improvements, Salesforce reporting, issue resolution, and coordination with internal and external partners.
Responsibilities
- Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings
- Oversee the monthly 1099-R audit process for assigned custodians, ensuring accuracy and timely completion
- Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners
- Review and clear outstanding cash items related to batch processing, ensuring timely and accurate reconciliation
- Identify opportunities to improve batch processes and collaborate with the Process Owner to document requirements and support development initiatives
- Build and customize Salesforce reports and monitor daily dashboards to track project status and operational performance
- Manage and resolve cases in the batch processing queue in alignment with established SLA standards
- Serve as the subject matter expert for all Trade Agent processes, providing guidance and oversight to ensure effective project execution
- Take ownership of project-related issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution
- Communicate promptly with partners via phone or email to ensure timely follow-up and issue resolution
- Apply knowledge of IRS regulations related to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials
- Perform additional duties and support special projects as assigned
Skills
- 5+ years of retirement industry experience, including at least 5 years of experience processing distributions, loans, and related participant transactions
- 3+ years of experience using Relius and Salesforce; experience processing disbursements across multiple Relius paying agents preferred
- Proven ability to work independently with minimal supervision while managing multiple priorities in a fast-paced, deadline-driven environment
- Strong analytical, problem-solving, and decision-making skills with the ability to research, resolve, and communicate complex operational issues
- Demonstrated ability to extract, validate, reconcile, analyze, and report on data from Relius, Salesforce, and other business systems to support operational processing, exception resolution, and management reporting
- Strong attention to detail, accuracy, and procedural adherence, with a proven ability to consistently meet operational deadlines and processing cutoffs
- Excellent verbal and written communication skills, with the ability to effectively collaborate with internal partners, leadership, clients, and external business partners
- Ability to adapt to changing priorities, business needs, and process improvements while maintaining service and quality standards
- Ability to maintain confidentiality and exercise sound judgment when handling sensitive client, participant, and plan information
- Flexibility to work overtime and varied schedules as business needs require
- REQUIRED EXCEL PROFICIENCY
- Advanced Excel proficiency is required and will be validated through a practical assessment during the interview process
- Candidates must be able to complete the following common business reporting and data-analysis tasks independently: Import and prepare data from text files, CSV files, and other external sources, Clean, transform, and organize large datasets, Match and reconcile data across multiple reports and systems, Identify, analyze, and report exception populations, Create reporting and analytical outputs with minimal supervision, Troubleshoot data discrepancies and perform root-cause analysis
- Minimum required proficiency includes: Power Query, Pivot Tables, Conditional Formatting, VLOOKUP and XLOOKUP, IF / IFS statements, CONCAT / TEXTJOIN, LEN, LEFT, RIGHT, and MID functions, COUNTIF / COUNTIFS, SUMIF / SUMIFS, Sorting, filtering, and data validation, Text-to-Columns, General data analysis and reporting techniques
- Candidates selected to move forward in the hiring process will be required to successfully complete a hands-on Excel assessment based on a realistic business scenario representative of the work performed within the department
- Bachelor's degree in Finance, Business, Accounting, or related field preferred, or an equivalent combination of education and relevant work experience
Benefits
- 401(k) match
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability insurance
- Long-term disability insurance
- Paid time off
Company Overview