Senior Retirement Plan Records Specialist

Voya Financial, Inc.; Oklahoma City (OK); Presencial; USD 43.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) Savings plan with company match

Pension/retirement plan

Tuition reimbursement

Paid time off

Volunteer time

Descripción de la vacante

Voya Financial, Inc. is seeking a Sr Recordkeeper to support defined contribution retirement plans with meticulous processing and client service.

You will handle transactions, reconcile balances, and maintain trustee relationships while ensuring accurate plan administration. In a collaborative, client‑focused environment, you will interpret plan data, prepare reports, participate in meetings, and uphold IRS and DOL regulations.

Formación

• 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.
• Excellent written and verbal communication skills.

Responsabilidades

• 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 plan balances at the plan level.
• Format, prepare, and distribute reports to clients and internal stakeholders.
• Participate in client meetings and conference calls as appropriate.

Conocimientos

Communication

Analytical ability

Multi-tasking

Attention to detail

Customer service

Educación

Bachelor's degree

Herramientas

Microsoft Excel

Microsoft Word

Descripción del empleo

Voya Financial, Inc. is seeking a Sr Recordkeeper to support defined contribution retirement plans with meticulous processing and client service.

You will handle transactions, reconcile balances, and maintain trustee relationships while ensuring accurate plan administration. In a collaborative, client‑focused environment, you will interpret plan data, prepare reports, participate in meetings, and uphold IRS and DOL regulations.