Distribution Associate
Findec
About this role
The Distributions Associate handles the accurate processing of participant distributions for retirement plans, focusing on workflows within Schwab Retirement Technologies and ensuring compliance with regulations. The role emphasizes collaboration, communication, and continuous improvement in a regulated environment.
Skills
About Findec
findec.comFinDec is a financial planning and advisory firm that helps individuals and small businesses plan and prepare for their financial future. They offer personalized services such as retirement planning, investment management, tax‑efficient strategies, insurance reviews, and estate planning, delivered through goal‑based financial plans. FinDec combines experienced advisors with modern digital tools and secure client portals to track progress and simplify ongoing communication. Clients choose them for transparent, fiduciary‑minded guidance focused on long‑term outcomes.
About Findec
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$40k – $52k
per year