Senior Retirement Plan Recordkeeper

Voya Financial, Inc.; Town of Springfield (WI); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health, dental, vision, and life_ins

401(k) with company match

Retirement plan

Tuition reimbursement

Paid time off and holidays

Volunteer time off

Job summary

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

You will process transactions, resolve inquiries, reconcile plan balances, and maintain trustee relationships to ensure accurate retirement plan administration. The role requires a Bachelor’s degree and 3+ years of recordkeeping experience, with strong Excel/Word skills and excellent communication.

Qualifications

• Bachelor's degree required.
• 3+ years of recordkeeping experience for defined contribution retirement plans.
• Strong PC skills, particularly Excel and 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 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 analysis.
• 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.

Skills

Mathematical aptitude

Communication skills

Multitasking

PC proficiency (Excel/Word)

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 larger defined contribution plan clients.

You will process transactions, resolve inquiries, reconcile plan balances, and maintain trustee relationships to ensure accurate retirement plan administration. The role requires a Bachelor’s degree and 3+ years of recordkeeping experience, with strong Excel/Word skills and excellent communication.