Sr Recordkeeper

Voya Financial, Inc.; Boston, Northern (MA, KY); Hybrid; USD 43,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) Savings plan

Retirement plan (cash balance)

Tuition reimbursement

Paid time off

Volunteer time off

Job summary

Voya Financial, Inc. Sr. Recordkeeper role provides service and administrative support to larger and more complex defined contribution plan clients.

You will process transactions, resolve inquiries, reconcile plan balances, and ensure accurate administration of retirement plan services. The position requires a bachelor's degree and 3+ years of recordkeeping experience, strong Excel/Word skills, and the ability to manage multiple priorities in a fast-paced environment.

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 applicable IRS and Department of Labor (DOL) regulations related to defined contribution plans.
• Experience performing trust reconciliation and plan-level balancing (preferred).

Responsibilities

• Respond to client requests for information and provide exceptional service support.
• Resolve administrative and service-related issues in a timely and professional manner.
• Process plan valuation transactions, including withdrawals, required minimum distributions (RMDs), and termination distributions.
• Reconcile trust accounting and recordkeeping systems at the plan level.
• Reconcile plan balances to trust balances through daily balancing, adjustment analysis, reconciliation reporting, and transaction-level analysis as needed.
• 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

Microsoft Excel

Microsoft Word

Written and verbal communication

Mathematical aptitude

Multitasking

IRS regulations

DOL regulations

Education

Bachelor's degree

Tools

Trust accounting software

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.****Apply Now******Get to Know the Opportunity:**The Sr Recordkeeper provides service and administrative support to larger and more complex defined contribution plan clients. This role is responsible for processing transactions, resolving client inquiries, reconciling plan balances, maintaining trustee relationships, and ensuring the accurate administration of retirement plan services.**The Contributions You'll Make:*** 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, required minimum distributions (RMDs), and termination distributions.* Reconcile trust accounting and recordkeeping systems at the plan level.* Reconcile plan balances to trust balances through daily balancing, adjustment analysis, reconciliation reporting, and transaction-level analysis as needed.* 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 and responsibilities as assigned.**Minimum Knowledge & Experience:*** 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 applicable IRS and Department of Labor (DOL) regulations related to defined contribution plans.**Preferred Knowledge & Experience:*** Experience supporting larger or more complex defined contribution plan clients.* Experience performing trust reconciliation and plan-level balancing activities.* Exposure to client-facing meetings, presentations, and relationship management responsibilities.**How This Role Aligns to Our Core Four:**At Voya, our Core Four behaviors guide how we serve customers, work together, and deliver results. In this role, success is demonstrated through the following:* **Instill Customer Obsession** - Deliver timely, accurate service and solutions that help clients effectively manage their retirement plans and participant needs.* **Transform with Automation/AI** - Leverage technology, automation tools, and data analysis to improve processing efficiency, reconciliation accuracy, and reporting quality.* **Drive Higher Performance Through Our People** - Collaborate effectively with clients, trustees, and internal partners to resolve issues and ensure successful plan administration.* **Execute on the Fundamentals** - Maintain strong operational discipline through accurate transaction processing, reconciliation, compliance, and reporting activities****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 this 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.$43,320 - $54,150 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*Learn more about*****Critical Skills****At Voya, we have identified the following critical skills which are key to success in our culture:* ****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.*Learn more about*****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* *.*### **Voya Financial**, Inc., is a leading retirement, employee benefits and investment management company. Voya's services and solutions help clear the path to financial