Distribution Associate

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  "last_changed_at": "2026-05-30T05:50:33.765Z",
  "active_status": "active"
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{
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  "location": {
    "raw": "Stockton, California, 95207, United States",
    "city": "Stockton",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
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  "inferred_at": "2026-06-18T10:34:01.162Z",
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    "included": true,
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    "location": {
      "city": "Stockton",
      "state": "California"
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    "jobOpeningName": "Distribution Associate ",
    "departmentLabel": "Operations Team",
    "employmentStatusLabel": "Full-Time"
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    "location": {
      "city": "Stockton",
      "state": "California",
      "postalCode": "95207",
      "addressCountry": "United States"
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    "datePosted": "2026-02-10",
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    "description": "<p><span style=\"font-weight: bold\">Position Summary:</span></p>\n<p>The Distributions Associate is responsible for accurate and timely processing of participant distributions for qualified retirement plans, with a strong emphasis on SRT (Schwab Retirement Technologies) workflows and end-to-end distribution execution. This role requires prior hands-on experience processing distributions, navigating recordkeeping systems, and applying plan provisions and regulatory requirements with consistency and care.</p>\n<p>In addition to technical expertise, this role plays an important part in supporting FinDec’s collaborative, people-forward culture by communicating clearly, welcoming feedback, and contributing to continuous learning and process improvement.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Key Responsibilities</span></p>\n<ul>\n<li>Process participant distributions including lump sum, partial, RMDs, hardship withdrawals, loan offsets, and force-out distributions.</li>\n<li>Execute distribution workflows within SRT, ensuring accuracy, timeliness, and alignment with plan provisions.</li>\n<li>Review distribution paperwork for completeness, accuracy, and compliance with IRS regulations and plan rules.</li>\n<li>Identify missing or inconsistent information and proactively coordinate resolution.</li>\n<li>Communicate professionally with plan sponsors, participants, Relationship Managers, and internal teams to provide status updates and resolve questions.</li>\n<li>Create, update, and maintain Salesforce cases to document distribution activity, communications, and outcomes.</li>\n<li>Partner with Compliance and Operations leadership to escalate issues, identify trends, and support corrective actions.</li>\n<li>Contribute to the refinement of distribution procedures, checklists, and workflows.</li>\n<li>Meet service level expectations while maintaining a high standard of accuracy and documentation.</li>\n<li>Support a culture of accountability, transparency, and continuous improvement within the Operations team.</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Qualifications</span></p>\n<ul>\n<li>1-2 years of direct experience processing retirement plan distributions (401(k), profit sharing, 403(b), etc.).</li>\n<li>Hands-on experience working in SRT.</li>\n<li>Working knowledge of IRS regulations related to retirement plan distributions, including RMD requirements.</li>\n<li>Strong attention to detail with the ability to manage multiple cases and deadlines simultaneously.</li>\n<li>Proficiency in Microsoft Office (Excel, Word, Outlook); Salesforce or similar CRM experience preferred.</li>\n<li>Ability to clearly document work and communicate updates in a regulated environment.</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Preferred Traits &amp; Cultural Fit</span></p>\n<ul>\n<li>Receptive to feedback and able to adjust approach without defensiveness.</li>\n<li>Communicates challenges early and clearly, with a solution-oriented mindset.</li>\n<li>Takes ownership of work, follows through, and meets commitments consistently.</li>\n<li>Maintains accuracy and composure in a deadline-driven, regulated environment.</li>\n<li>Approaches work collaboratively, valuing shared accountability and team success.</li>\n<li>Demonstrates professionalism, discretion, and a strong client-service orientation.</li>\n</ul>",
    "compensation": "$20 -$24 Hourly DOE",
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    "jobOpeningName": "Distribution Associate ",
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    "minimumExperience": "Entry-level",
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    "employmentStatusLabel": "Full-Time"
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