Senior Retirement Plan Recordkeeper - Client Services

Voya Financial, Inc.; Milton (MA); On-site; USD 43,000 - 54,000; Full time

Benefits offered by this job

Health, dental, vision and life plans

401(k) matching contributions

Tuition reimbursement

Job summary

Voya Financial, Inc. seeks a Sr. Recordkeeper to provide service and administrative support to large defined contribution plan clients.

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

Qualifications

• 3+ years of recordkeeping experience supporting defined contribution retirement plans.
• Bachelor's degree required.
• 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.
• Perform additional duties as assigned.

Skills

Recordkeeping experience

Microsoft Excel

Microsoft Word

Communication skills

multitasking

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Voya Financial, Inc. seeks a Sr. Recordkeeper to provide service and administrative support to large defined contribution plan clients.

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