Sr Recordkeeper

Voya Financial, Inc.; Atlanta (GA); On-site; USD 35,000 - 59,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. in Atlanta is seeking a Sr. Recordkeeper to provide administrative and client service support for large defined contribution retirement plans. You will mentor junior staff, ensure accurate processing, and collaborate with clients and third-party providers.

The role emphasizes plan testing, data analysis, reconciliation, and reporting, with opportunities to lead process improvements and grow within a client-focused team.

Qualifications

• Minimum 3+ years of client service experience.
• Project management skills with ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Strong organizational skills with ability to prioritize and meet deadlines.
• Demonstrated leadership, coaching, and mentoring capabilities.
• Strong analytical and problem-solving skills.

Responsibilities

• Train, coach, and mentor lower-level recordkeepers.
• Respond to client requests for information in a timely and professional manner.
• Resolve client issues while maintaining high levels of customer satisfaction.
• Process plan valuation transactions and data loads accurately.
• Prepare and distribute client deliverables, including reports and tax filings.
• Participate in client meetings and maintain trustee relationships.
• Support plan design and payroll-related services as needed.
• Complete daily payroll tracking and related reporting.

Skills

Client service

Project management

Communication skills

Organizational skills

Leadership/mentoring

Problem solving

Education

High School Diploma or GED

Bachelor’s degree preferred

Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Get To Know The Opportunity

The Sr. Recordkeeper provides administrative and client service support to large and complex defined contribution retirement plan clients. This role serves as a key resource for plan administration, trust reconciliation, client reporting, and issue resolution while also supporting and mentoring less experienced recordkeepers.

The Contributions You’ll Make

• Train, coach, and mentor lower-level recordkeepers to support team effectiveness and service excellence.
• Respond to client requests for information in a timely and professional manner.
• Resolve client administrative and service-related issues while maintaining high levels of customer satisfaction.
• Ensure all transactions are processed in accordance with company and client standards.
• Process plan valuation transactions, including contributions, loans, withdrawals, earnings allocations, and data loads.
• Perform and analyze required defined contribution plan testing and plan design analyses, including discrimination testing.
• Request, interpret, and analyze plan data, present findings to clients, and recommend corrective actions when needed.
• Reconcile trust accounting and recordkeeping systems at the plan level.
• Reconcile plan balances to trust balances through daily balancing activities, adjustment analysis, reconciliation reporting, and transaction-level review.
• Coordinate omnibus fund purchases and sales with third-party fund companies.
• Prepare and distribute client deliverables, including valuation reports, participant statements, investment performance reports, and required tax and compliance filings.
• Participate in client meetings and conference calls and maintain strong trustee relationships.
• Consult with clients regarding plan design, trust reconciliation matters, payroll administration, and related services.
• Support corporate payroll-related activities and special projects as assigned.
• Complete daily payroll tracking and related reporting activities.
• Perform other duties as assigned.

Minimum Knowledge & Experience

• High School Diploma or GED required; bachelor’s degree preferred. High School Diploma/GED +2 years’ experience may be considered in lieu of a bachelor’s degree.
• 3+ years of client service experience.
• Project management skills with the ability to manage multiple priorities effectively.
• Proven ability to adapt to changing circumstances and incorporate new information into project plans.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize tasks and meet deadlines.
• Demonstrated leadership, coaching, and mentoring capabilities.
• Strong analytical and problem-solving skills.

Preferred Knowledge & Experience

• Bachelor’s degree preferred.
• Experience supporting defined contribution retirement plans.
• Knowledge of trust reconciliation, retirement plan administration, and payroll-related processes.
• Experience working directly with plan sponsors, trustees, and third-party providers.

How This Role Aligns to Our Core Four

At Voya, our Core Four represent the behaviors and expectations that drive our success. In this role, you will support those priorities through exceptional client service, operational excellence, collaboration, and continuous improvement.

• Instill Customer Obsession – Deliver accurate, responsive service and proactive solutions that help clients effectively manage their retirement plans.
• Transform with Automation/AI – Leverage technology, automation, and data-driven tools to improve efficiency, accuracy, and reporting processes.
• Drive Higher Performance Through Our People – Support team success by mentoring colleagues, sharing expertise, and fostering a collaborative work environment.
• Execute on the Fundamentals – Ensure operational excellence through accurate transaction processing, reconciliation, compliance activities, and disciplined execution of daily responsibilities.

Compensation Pay Disclosure

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part‑time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$35,450 - $59,080 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Critical Skills

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.