Senior Recordkeeper – Defined Contribution Plans

Voya Financial, Inc.; Town of Springfield (WI); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) Matching

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. is seeking a Lead Recordkeeper to support complex defined contribution plan clients, focusing on death claim processing and life events.

You will provide specialized service and administrative support to clients and beneficiaries, ensuring accurate processing and timely responses. The role requires strong retirement plan knowledge, attention to detail, and the ability to navigate complex account situations while maintaining client satisfaction.

Qualifications

• Bachelor's degree required.
• 6+ years of defined contribution retirement plan client service experience.
• Working knowledge of defined contribution retirement plans and SECURE Act provisions.
• Proficiency in Task Manager, OMNI, or similar systems.
• Strong written and verbal communication.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical, organizational, and problem-solving skills.
• Ability to interpret plan provisions, beneficiary designations, and regulatory requirements.

Responsibilities

• Review death claim notifications and ensure requests are in good order.
• Research participant account activity and beneficiary information.
• Process death claims per plan provisions and regulations.
• Respond to client inquiries regarding account activity and claims.
• Prepare client-facing reports and statements.
• Collaborate to resolve client administrative issues.
• Mentor teammates and participate in performance evaluations.

Skills

Bachelor's degree

Defined contribution

multitasking

Education

Bachelor's degree

Tools

Task Manager

OMNI

Job description

Voya Financial, Inc. is seeking a Lead Recordkeeper to support complex defined contribution plan clients, focusing on death claim processing and life events.

You will provide specialized service and administrative support to clients and beneficiaries, ensuring accurate processing and timely responses. The role requires strong retirement plan knowledge, attention to detail, and the ability to navigate complex account situations while maintaining client satisfaction.