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Join Our Team at RPCSI

At RPCSI, we're more than a leading provider of retirement plan design and administration services. We're dedicated individuals coming together to support each other and our clients. Located in Fort Wayne, IN, we've dedicated over 20 years to cultivating a workplace where innovation meets tradition, expertise meets passion, and hard work meets fun.

We’re an Amazing Workplace

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RPCSI has been certified by Amazing Workplace, reflecting our unwavering commitment to fostering an environment where every team member is happy and thriving. Being Amazing Workplace Certified™️ means:
 

  • Over 85% of our staff feel genuinely happy at work.

  • We excel in engagement, leadership, culture, and more as reported anonymously by our team.

  • We promise to continually act on feedback to improve happiness and performance.

Why RPCSI? Hear It From Our Team!

Do you get helpful feedback?

Leadership is engaging and helpful

Do you like your job?

RPCSI is a special place. It has a well deserved reputation and that is fun to be a part of. More importantly, it is a workplace of trust, integrity, and professionalism. That is special!

What makes your job amazing?

Great co-workers and a great boss.

What makes your job amazing?

Being able to assist clients and feel like I make a difference with them and with my co-workers.

 

How do you feel about your co-workers?

This is an amazing team!

What makes RPCSI amazing?

We are recognized for a doing good job and making the company better.

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Join Our Amazing Team

Ready to make a significant career move? Explore our current openings and find where you fit into our future.

Distribution Coordinator

Type of position: Full Time, Non-Exempt

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General Job Description:

The Distribution Coordinator plays an instrumental role in ensuring we help individuals with their financial needs. This role provides client relationship and consultant support through gathering client distributions, tracking and monitoring distributions to ensure turnaround times are met, reviewing distributions to confirm quality work, training employees on distribution functions and performing other tasks as needed. The Distribution Coordinator will also respond to ad hoc requests, coordinate/track projects and/or manage business-as-usual projects as assigned by leadership. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Responsibilities and time allocation may change over time to meet the needs of the daily volumes which may include other duties as assigned by their supervisor.

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Job Responsibilities:

  • Pull distributions from all vendor sites, portal, and distribution email box and log into Pension Pal

  • Keep track of daily distribution work being touched and completed

  • Monitor distributions that are not in good order and ensure they are being followed up on within our turn around time schedule

  • Review all distributions to ensure they are accurate and ready to be processed  

  • Train others on the different processes for distributions that are outside the “normal vendor process”.  (Brokerage Account, Refinance of Loans, PenChecks)

  • Process/Review non-routine distributions (Corrections, RMDs, Forceouts, etc.)

  • Process distributions when volumes are high and/or team members are out

  • Perform other related duties as requested by leadership

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Qualifications:

  • Working knowledge or ability to quickly grasp concepts of reading, reviewing, and understanding plan distributions; withdrawals, loans, hardships, QDRO’s, etc.

  • Working knowledge or ability to quickly grasp concepts of reading, reviewing, and understanding plan legal plan documents.

  • Ability to use and exemplify proficiency in Microsoft Office Suite, Excel, Word, and Outlook along with Adobe.

  • Working knowledge of Pension Pal a plus

  • Ability to establish priorities, work independently, and proceed with objectives without supervision

  • Ability to handle and resolve recurring problems

  • Desire to work with team members to meet collective deadlines and goals

  • Superior organizational and coordination skills

  • Flexibility, adaptability, and ability to multi-task

  • Exceptional attention to detail and organization

  • Excellent interpersonal and communication skills, both written and verbal

  • High School Diploma or Associate’s Degree preferred but not required

Applicant's can reach out to Bekah M. Thomas, Director of Operations at rmthomas@rpcsi.com

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