At Duncan Financial Group, our mission is to help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.

Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Duncan Financial Group is seeking a distribution processor to join our Plan Administration Department.

• Communicate with clients, participants and vendors via telephone and email for all distribution processing
• Prepare/send year-end terminated participant notices
• Prepare/send distribution forms and loan paperwork to plan participants
• Monitor/track distribution and loan information
• Record, track, and ensure all distribution fees are received
• Process all required involuntary force-outs and auto rollovers
• Keep current on all recordkeeper processes for distributions and force-outs
• Process annual loan maintenance fees
• Have an understanding of vesting percentage calculations
• Assist with QDRO processing
• Utilize employee locator service for missing participants
• Proficient MS Office and computer skills
• Ability to multitask
• General office experience
• Attention to detail
• Process driven

Duncan offers a robust benefits package with the following:

• Competitive Compensation
• Five United Healthcare Medical plans to choose from, one of which is 100% free for employees and their families
• United Healthcare Dental plan- free for employees
• United Healthcare Vision plan
• Company paid Life Insurance with additional supplement life options for employees and their families
• Short Term Disability
• Company Paid Long Term Disability
• 401(k)- Company Match (Safe Harbor)
• Supplemental insurance including Critical Illness, Accident, Prepaid Legal
• PTO with prior employer matching
• Paid Holidays
• Financial support of continuing education and additional development and certifications
• Social and Philanthropic opportunities

To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at www.duncangrp.com/careers

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