Senior Retirement Plan Recordkeeper

Voya Financial, Inc.; East Windsor Hill (CT); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) savings plan

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. in East Windsor Hill, CT, seeks a Senior Recordkeeper to provide service and administration for large defined contribution retirement plans. The role handles transactions, reconciliations, and client inquiries, with focus on accurate plan administration and trustee relationships.

The candidate will bring 3+ years of recordkeeping experience and a Bachelor’s degree, with strong Excel/Word skills and excellent communication. Competitive benefits accompany the role.

Qualifications

• Bachelor's degree required.
• 3+ years of recordkeeping experience supporting defined contribution retirement plans.
• Strong PC skills including proficiency in 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 Department of Labor (DOL) regulations related to defined contribution plans.

Responsibilities

• Respond to client requests for information and provide exceptional 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 and reporting.
• 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

Written & verbal communication

Mathematical aptitude

Multitasking

Customer service mindset

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Voya Financial, Inc. in East Windsor Hill, CT, seeks a Senior Recordkeeper to provide service and administration for large defined contribution retirement plans. The role handles transactions, reconciliations, and client inquiries, with focus on accurate plan administration and trustee relationships.

The candidate will bring 3+ years of recordkeeping experience and a Bachelor’s degree, with strong Excel/Word skills and excellent communication. Competitive benefits accompany the role.