Distributions Analyst

PCS Retirement

. Review, approve, and perform quality assurance on Level I analysts’ transactions .

Posted 9/15/2026full-timeRemote • United StatesJuniorMid-Level💰 $40,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing retirement account transactions, quality assurance, and compliance with IRS rules and tax codes. Proficient in Salesforce and Relius for data analysis and reporting, with strong communication and problem-solving skills.

Highest-signal resume keywords

Retirement Industry ExperienceSalesforce ProficiencyRelius ExperienceQuality AssuranceFinancial Degree

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingData AnalysisQuality ReviewReport GenerationIRS Retirement-Account RulesTax Code KnowledgeMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Soft Skills

Attention to DetailMultitaskingProblem SolvingEffective CommunicationSelf-Motivated

Tools & Technologies

SalesforceReliusWeb-Based Systems

Industry Keywords

Retirement AccountsDisbursement ProcessingClient InteractionProcess ImprovementConfidentiality

About the role

Key responsibilities & impact

Review, approve, and perform quality assurance on Level I analysts’ transactions
Train Level I analysts
Act as second in command to the Distributions Team Lead during their absence
Process distribution types, including loans and excess contribution transactions, accurately
Perform quality reviews of all processed transactions
Review and prepare manual investment transactions for timely disbursement
Evaluate, approve, and process retirement account requests from clients
Research historical account activity and resolve account-related issues
Interact with internal and external vendors and partners
Follow up with partners by phone or email
Monitor department email boxes, workflow queues, and Salesforce cases
Provide process-improvement feedback to streamline workflows and increase department efficiency
Maintain working knowledge of IRS retirement-account rules and tax codes
Complete other assigned duties and projects

Requirements

What you’ll need

2+ years of retirement industry experience required
Financial degree preferred, or equivalent combination of education or work experience
Experience with Relius and Salesforce preferred
Self-starter, highly self-motivated, and able to work independently with minimal instruction
Strong attention to detail and ability to multitask in a fast-paced environment
Ability to prioritize work and execute tasks under pressure
Ability to run reports in Salesforce and Relius and analyze data
Ability to meet daily deadlines for timely processing of disbursements
Ability to maintain confidentiality of sensitive client information
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Access
Keyboarding proficiency, internet savvy, and experience using web-based systems
Effective verbal and written communication skills
Professional customer interaction and inquiry handling
Strong analytical foundation, sound judgment, and ability to solve complex problems independently
Flexibility to work overtime and varied shifts as requested
Ability to meet remote-work requirements: uninterrupted virtual workspace, family care during business hours, and internet speed of 50 Mbps or better

Benefits

Comp & perks

401(k) match
Medical insurance
Dental insurance
Vision insurance
Life insurance
Short-term disability
Long-term disability
Paid time off
Flexible/fully remote work arrangement
Overtime and varied shifts may be available