Senior Defined Contribution Recordkeeper

Voya Financial, Inc.; Saint Paul (MN); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Retirement plan

Tuition reimbursement

Paid time off

Volunteer time off

Job summary

Voya Financial, Inc. is seeking a Senior Recordkeeper to provide service and administrative support for defined contribution retirement plan clients.

You will process transactions, resolve inquiries, reconcile balances, and maintain trustee relationships to ensure accurate plan administration. Ideal candidates have a Bachelor's degree, 3+ years of recordkeeping experience, strong Excel/Word skills, and excellent communication.

Qualifications

• Bachelor's degree required.
• 3+ years of recordkeeping experience supporting defined contribution retirement plans.
• Strong PC skills, including Microsoft Excel and Microsoft Word.
• Proven mathematical and calculation aptitude.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Knowledge of IRS and DOL regulations related to defined contribution plans.

Responsibilities

• Respond to client requests for information and provide service support.
• Resolve administrative and service-related issues in a timely and professional manner.
• Ensure all transactions are processed in accordance with company and client standards.
• Process plan valuation transactions, including withdrawals, RMDs, and termination distributions.
• Reconcile trust accounting and recordkeeping systems at the plan level.
• Reconcile plan balances to trust balances through daily balancing, adjustment analysis, reconciliation reporting, and transaction-level analysis as needed.
• Format, prepare, and distribute reports to clients and internal stakeholders.
• Participate in client meetings and conference calls, as appropriate.
• Maintain and strengthen trustee and client relationships.
• Discuss plan design considerations, trust reconciliation matters, and available service solutions with clients and stakeholders.
• Perform additional duties and responsibilities as assigned.

Skills

Analytical thinking

Attention to detail

Written and verbal communication

Time management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Voya Financial, Inc. is seeking a Senior Recordkeeper to provide service and administrative support for defined contribution retirement plan clients.

You will process transactions, resolve inquiries, reconcile balances, and maintain trustee relationships to ensure accurate plan administration. Ideal candidates have a Bachelor's degree, 3+ years of recordkeeping experience, strong Excel/Word skills, and excellent communication.