Senior Recordkeeper, Retirement Plans & Beneficiaries

Voya Financial, Inc.; South Carolina; Vor Ort; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition reimbursement

Paid time off

Volunteer time

Zusammenfassung

Voya Financial, Inc. is seeking a Lead Recordkeeper in the United States, focusing on death claim processing within complex defined contribution retirement plans.

The role requires strong retirement plan knowledge, attention to detail, and ability to navigate intricate participant account situations while delivering timely, accurate service to clients and beneficiaries. Candidates should bring 6+ years of defined contribution client service experience, proficiency with Task Manager/OMNI, and

Qualifikationen

• 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 recordkeeping and workflow systems.
• Strong written and verbal communication skills.
• Demonstrated 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.
• Experience resolving complex client service and administrative issues.

Aufgaben

• Review death claim notifications to ensure requests are received in good order.
• Research participant account activity, including prior death claims, beneficiary maintenance forms, and QDRO activity.
• Establish and maintain appropriate death claim identifiers and records.
• Review participant accounts for previous distributions, loans, installments, QDROs, and other account activity, handling each according to established procedures.
• Utilize internal systems and available resources to identify and validate beneficiary information on file.
• Process death claims in accordance with plan provisions, beneficiary hierarchies, and applicable regulations.
• Prepare and distribute condolence correspondence when appropriate.
• Respond to client and beneficiary inquiries regarding account activity, death claim status, and related plan information.
• Partner with internal and external contacts to resolve client administrative and service-related issues.
• Ensure all transactions are processed in accordance with company policies, client requirements, and regulatory guidelines.
• Maintain established department productivity, quality, and accuracy standards.
• Process retirement plan transactions including contributions, loans, withdrawals, earnings allocations, and data loads as necessary.
• Reconcile trust accounting and recordkeeping systems at the plan level, including adjustment analysis, balancing activities, and reconciliation reporting.
• Prepare and produce client-facing reports, valuation reports, participant statements, investment performance reports, and required tax and compliance documentation.
• Participate in client meetings and conference calls as needed.
• Maintain effective relationships with trustees and clients while supporting discussions regarding plan design, trust reconciliation, payroll consultation, and related services.
• Collaborate effectively within a team environment while managing multiple priorities and deadlines.
• Train, coach, and mentor less experienced team members and provide input into performance evaluations.
• Perform other duties as assigned.

Kenntnisse

Plan knowledge

Attention to detail

Communication skills

Analytical skills

Multi-tasking

Regulatory knowledge

Ausbildung

Bachelor's degree

Tools

Task Manager

OMNI

Jobbeschreibung

Voya Financial, Inc. is seeking a Lead Recordkeeper in the United States, focusing on death claim processing within complex defined contribution retirement plans.

The role requires strong retirement plan knowledge, attention to detail, and ability to navigate intricate participant account situations while delivering timely, accurate service to clients and beneficiaries. Candidates should bring 6+ years of defined contribution client service experience, proficiency with Task Manager/OMNI, and