Sr Recordkeeper

godirect; Georgia; Hybrid; USD 75,000 - 110,000; Full time

Job summary

Voya Financial in the United States, Georgia, is seeking a Senior Recordkeeper to provide service and administrative support for larger and more complex defined contribution retirement plan clients. You will process transactions, respond to inquiries, reconcile balances, and maintain trustee relationships to ensure accurate retirement plan administration.

The role requires a bachelor's degree and 3+ years of recordkeeping experience, plus strong math skills, communication, and proficiency in

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 and RMDs.
• Reconcile trust accounting and plan-level balances.
• Format, prepare, and distribute reports to clients and internal stakeholders.
• Participate in client meetings and conference calls, as appropriate.

Skills

Excel

Microsoft Word

Communication skills

Multitasking

Education

Bachelor's degree

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.

Are you ready to join a company with a strong purpose and a winning culture?

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