Lead Recordkeeper
| Company | Voya Financial |
|---|---|
| Location | Florida, USA, Waterbury, CT, USA, Georgia, USA, Arizona, USA, Colorado, USA, Massachusetts, USA |
| Salary | $43020 – $71710 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 6+ years defined contribution client service experience
- Project management skills
- Excellent written and verbal communication skills
- Ability to handle multiple priorities
- Strong leadership abilities
Responsibilities
- Monitors automated processes for pweb transfers, dividend imports and ROR postings for errors. Provides notification to plan management and assists with issue resolution.
- Ensures that all transactions are processed according to the company’s and the client’s standards. Processes transactions to complete plan valuation such as contributions, distributions, NQ check & tax, fees and earnings allocations for multiple plan designs and funding arrangements. Formats and loads data.
- Creates new class year sources as needed based on plan designs.
- Add new participants, alternate payees and sponsors to recordkeeping software and establish web accounts as requested by plan management.
- Formats and produces client reports. Produces monthly reports, specialty asset/liability comparison reporting, quarterly valuation reports, and participant statements.
- Assist plan management with auditing of online enrollment results and reformat and load audited distribution elections into the database.
- Process Investment Options changes on the plan level as needed.
- Other duties as assigned.
Preferred Qualifications
- Bachelor’s degree or equivalent