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Provisioning Associate Jobs in California (NOW HIRING)

FinDec

Distribution Associate

Stockton, CA · On-site

$20 - $24/hr

The Distributions Associate is responsible for accurate and timely processing of participant ... provisions and regulatory requirements with consistency and care. In addition to technical ...

Hyundai Capital

Sr. Tax Associate (Income)

Irvine, CA · On-site

$100 - $125/hr

- Sr. Tax Associate (Income) (260000M5) Sr. Tax Associate (Income) - (260000M5) Description Hyundai ... Prepare additional schedules as needed to support the quarterly income tax provision process ...

TekSky

Associate Attorney

Sacramento, CA · On-site

$125K - $180K/yr

The Associate Attorney will support a broad range of political law matters, including campaign ... provisions. * Assisting with formation and structuring of political committees and nonprofit ...

Grant Thornton

Corporate Tax Senior Associate

San Jose, CA · On-site

$101K - $129K/yr

As the Corporate Tax Senior Associate, you'll be a member of our corporate tax practice and work on ... ASC 740 tax provision experience strongly preferred. * CPA preferred * Experience in public ...

Grant Thornton

Corporate Tax Senior Associate

San Jose, CA · On-site

$101K - $129K/yr

As the Corporate Tax Senior Associate, you'll be a member of our corporate tax practice and work on ... ASC 740 tax provision experience strongly preferred. * CPA preferred * Experience in public ...

Grant Thornton

Corporate Tax Senior Associate

San Jose, CA · On-site

$101K - $129K/yr

As the Corporate Tax Senior Associate, you'll be a member of our corporate tax practice and work on ... ASC 740 tax provision experience strongly preferred. * CPA preferred * Experience in public ...

Hayes, Ortega & Sánchez

Associate Attorney

San Diego, CA · On-site

$100K - $120K/yr

Hayes, Ortega & Sanchez seeks an associate for our Los Angeles County office. Our firm represents ... provision of a labor contract. The salary for the position is from $100,000 to $120,000 with ...

Direct Counsel

Tax Associate Attorney

San Diego, CA

$260K - $365K/yr

Tax Associate Attorney Locations: Los Angeles, California; New York, New York; San Diego ... Draft and review transactional documents and tax-related provisions * Independently manage ...

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Distribution Associate

FinDec

Stockton, CA • On-site

$20 - $24/hr

Full-time

Retirement

Re-posted 29 days ago

Job description

Position Summary:

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.

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.


Key Responsibilities

  • Process participant distributions including lump sum, partial, RMDs, hardship withdrawals, loan offsets, and force-out distributions.
  • Execute distribution workflows within SRT, ensuring accuracy, timeliness, and alignment with plan provisions.
  • Review distribution paperwork for completeness, accuracy, and compliance with IRS regulations and plan rules.
  • Identify missing or inconsistent information and proactively coordinate resolution.
  • Communicate professionally with plan sponsors, participants, Relationship Managers, and internal teams to provide status updates and resolve questions.
  • Create, update, and maintain Salesforce cases to document distribution activity, communications, and outcomes.
  • Partner with Compliance and Operations leadership to escalate issues, identify trends, and support corrective actions.
  • Contribute to the refinement of distribution procedures, checklists, and workflows.
  • Meet service level expectations while maintaining a high standard of accuracy and documentation.
  • Support a culture of accountability, transparency, and continuous improvement within the Operations team.


Qualifications

  • 1-2 years of direct experience processing retirement plan distributions (401(k), profit sharing, 403(b), etc.).
  • Hands-on experience working in SRT.
  • Working knowledge of IRS regulations related to retirement plan distributions, including RMD requirements.
  • Strong attention to detail with the ability to manage multiple cases and deadlines simultaneously.
  • Proficiency in Microsoft Office (Excel, Word, Outlook); Salesforce or similar CRM experience preferred.
  • Ability to clearly document work and communicate updates in a regulated environment.


Preferred Traits & Cultural Fit

  • Receptive to feedback and able to adjust approach without defensiveness.
  • Communicates challenges early and clearly, with a solution-oriented mindset.
  • Takes ownership of work, follows through, and meets commitments consistently.
  • Maintains accuracy and composure in a deadline-driven, regulated environment.
  • Approaches work collaboratively, valuing shared accountability and team success.
  • Demonstrates professionalism, discretion, and a strong client-service orientation.