Distribution Associate

Description

Mainstar Trust provides custodial services for self-directed retirement accounts, helping clients manage and administer their retirement assets. We are seeking a Distribution Associate to join our growing team.

This full-time position is responsible for processing retirement account distributions accurately and efficiently while delivering excellent client service and adhering to established policies, procedures, and applicable regulatory requirements. The ideal candidate is detail-oriented, organized, and comfortable working in a fast-paced environment while managing multiple priorities and handling sensitive financial information with professionalism and care.

A hybrid work schedule is available upon successful completion of new-hire training.  

• The following duties are to be performed with or without reasonable accommodation: 
• Maintain accurate and complete retirement account records, ensuring transactions and supporting documentation are properly recorded and retained.
• Utilize internal databases, software systems, and workflow tools to process transactions, retrieve account information, and update client records.
• Review and process distribution requests for self-directed retirement accounts, verifying that forms, instructions, and required documentation are complete and accurate.
• Verify account information, distribution amounts, available funds, payment instructions, and other transaction details prior to processing.
• Process distributions in accordance with established policies, procedures, account requirements, and applicable IRS regulations.
• Communicate professionally and effectively with clients, financial institutions, investment sponsors, and internal departments to facilitate timely distribution processing.
• Perform other related duties as assigned.

Requirements

• High school diploma or equivalent required.
• Previous experience in financial services, banking, retirement account administration, transaction processing, or customer service preferred.
• Familiarity with IRAs, self-directed retirement accounts, retirement distributions, or financial recordkeeping is a plus.
• Strong attention to detail and the ability to process transactions accurately and consistently.
• Excellent organizational skills and the ability to prioritize multiple assignments in a deadline-driven environment.
• Strong written and verbal communication skills, with the ability to communicate professionally with clients and colleagues.
• Proficiency in Microsoft Office applications and the ability to learn new software systems.
• Ability to maintain confidentiality and handle sensitive financial information responsibly.
• Strong problem-solving skills and a commitment to accuracy, accountability, and continuous improvement.
• Ability to work independently while contributing positively to a team-oriented environment.

Mainstar Trust is an Equal Opportunity Employer