Senior Retirement Plan Recordkeeper

Voya Financial, Inc.; Orangeburg (SC); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Retirement plan

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. is seeking a Sr Recordkeeper to provide service and administrative support to defined contribution plan clients, handling transactions, inquiries, and reconciliation.

You will maintain trustee relationships, ensure accurate retirement plan administration, and format reports for clients and internal stakeholders. Candidates should have a bachelor's degree, 3+ years of recordkeeping, strong Excel/Word skills, and the ability to manage multiple priorities in a fast-paced

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 applicable 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, required minimum distributions (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

Communication skills

Analytical aptitude

Time management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Voya Financial, Inc. is seeking a Sr Recordkeeper to provide service and administrative support to defined contribution plan clients, handling transactions, inquiries, and reconciliation.

You will maintain trustee relationships, ensure accurate retirement plan administration, and format reports for clients and internal stakeholders. Candidates should have a bachelor's degree, 3+ years of recordkeeping, strong Excel/Word skills, and the ability to manage multiple priorities in a fast-paced