Senior Retirement Plan Recordkeeper

Voya Financial, Inc.; United States; Remote; USD 43,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) Matching

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. is seeking a Senior Recordkeeper to provide comprehensive service and administration for large, complex defined contribution retirement plans.

You will handle transactions, inquiries, reconciliation, and trustee relationships while ensuring accurate retirement plan administration. Key duties include processing valuations, distributions, and RMDs; reconciling trust and plan balances; producing client reports; and engaging in client meetings to discuss plan design and service

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 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 with stakeholders.
• Maintain and strengthen trustee and client relationships.
• Discuss plan design considerations and available service solutions with clients.

Skills

Excel

Word

Analytical thinking

Communication

Multitasking

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Voya Financial, Inc. is seeking a Senior Recordkeeper to provide comprehensive service and administration for large, complex defined contribution retirement plans.

You will handle transactions, inquiries, reconciliation, and trustee relationships while ensuring accurate retirement plan administration. Key duties include processing valuations, distributions, and RMDs; reconciling trust and plan balances; producing client reports; and engaging in client meetings to discuss plan design and service