Remote Defined Contribution Recordkeeper (Temp-to-Perm)

TALENT Software Services; Miami, Fort Lauderdale (FL, FL); Remote; USD 55,000 - 75,000; Full time

Job summary

The TALENT Software Services team seeks a Recordkeeper for remote support of defined contribution plan clients. You will process transactions, format data, run tests, reconcile balances, and produce client reports with a focus on accuracy and compliance.

This 2-month temp-to-perm opportunity offers remote work, exposure to plan design issues, trust reconciliation, and payroll consultation. Strong data interpretation and communication skills are essential.

Responsibilities

• Process transactions to complete plan valuation, including contributions, loans, withdrawals, and earnings allocations.
• Format and load data for plan operations.
• Perform discrimination testing and other required tests for defined contribution plans.
• Request and interpret data, present results, and make recovery recommendations.
• Reconcile plan balances with trust balances through daily balancing and adjustments.
• Coordinate omnibus fund purchases and sales with third-party fund companies.
• Format and produce client reports such as valuation reports and participant statements.
• Participate in meetings to discuss plan design issues and payroll consultation.

Job description

The TALENT Software Services team seeks a Recordkeeper for remote support of defined contribution plan clients. You will process transactions, format data, run tests, reconcile balances, and produce client reports with a focus on accuracy and compliance.

This 2-month temp-to-perm opportunity offers remote work, exposure to plan design issues, trust reconciliation, and payroll consultation. Strong data interpretation and communication skills are essential.