Senior Recordkeeper, Retirement Plans & Death Claims

Voya Financial, Inc.; United States; À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision, and life保险

401(k) match

Retirement plan

Tuition reimbursement

Paid time off

Volunteer time

Résumé du poste

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

You will navigate participant accounts, beneficiary records, and regulatory requirements to deliver accurate, timely service to clients and beneficiaries. Responsibilities include reviewing claims, researching account activity, validating beneficiary information, and preparing client-facing reports.

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 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.

Responsabilités

• Review death claim notifications to ensure requests are in good order.
• Research participant account activity including prior death claims and QDRO activity.
• Establish and maintain death claim identifiers and records.
• Review participant accounts for distributions, loans, and other activity per procedures.
• Identify and validate beneficiary information in internal systems.
• Process death claims per plan provisions and regulations.
• Prepare and distribute condolence correspondence when appropriate.
• Respond to client inquiries regarding account activity and death claim status.
• Collaborate with internal/external contacts to resolve issues.
• Ensure all transactions meet policies and regulatory guidelines.
• Maintain productivity, quality, and accuracy standards.
• Process retirement plan transactions (contributions, loans, withdrawals, allocations).
• Reconcile trust accounting and recordkeeping systems at plan level.
• Prepare client-facing reports and required tax/compliance documents.
• Participate in client meetings and calls as needed.
• Maintain relationships with trustees and clients on plan design and reconciliation.
• Collaborate within a team and manage priorities.
• Train and mentor less experienced team members.
• Perform other duties as assigned.

Connaissances

Strong communication skills

Formation

Bachelor’s degree

Outils

Task Manager

OMNI

Description du poste

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

You will navigate participant accounts, beneficiary records, and regulatory requirements to deliver accurate, timely service to clients and beneficiaries. Responsibilities include reviewing claims, researching account activity, validating beneficiary information, and preparing client-facing reports.