Senior Retirement Plan Recordkeeper

Voya Financial, Inc.; South Carolina; On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health, dental, vision and life保险

401(k) Savings plan – with generous…

Voya Retirement Plan – employer paid…

Tuition reimbursement up to $5,250\/yr

Paid time off – including 20 days paid

Paid volunteer time — 40 hours per cal

Job summary

The Sr Recordkeeper at Voya Financial, Inc. provides service and administrative support to larger and more complex defined contribution plan clients, handling transactions, inquiries, reconciliations and maintaining trustee relationships.

This role requires processing plan valuations, withdrawals and distributions, reconciling plan and trust balances, and preparing reports for clients and internal stakeholders.

Qualifications

• Bachelor’s degree required.
• 3+ years of recordkeeping for defined contribution plans.
• Proficient in Excel and Word.
• Strong math and calculation abilities.
• Excellent written and verbal communication.
• Ability to manage multiple priorities in a fast-paced environment.
• Knowledge of IRS and DOL regulations for 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, 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

Attention to detail

Communication skills

Multitasking

Analytical thinking

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

The Sr Recordkeeper at Voya Financial, Inc. provides service and administrative support to larger and more complex defined contribution plan clients, handling transactions, inquiries, reconciliations and maintaining trustee relationships.

This role requires processing plan valuations, withdrawals and distributions, reconciling plan and trust balances, and preparing reports for clients and internal stakeholders.