Sr Recordkeeper

Voya Financial, Inc.; Massachusetts; Hybrid; USD 43,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. in Massachusetts is seeking a Senior Recordkeeper to provide administrative and client service support to large defined contribution retirement plan clients, including plan administration, trust reconciliation, client reporting and issue resolution.

You will mentor junior staff and ensure accurate processing of plan transactions. The role emphasizes data interpretation, client communication, and collaboration with plan sponsors and third-party providers in a hybrid work

Qualifications

• 3+ years of client service experience.
• Strong leadership, coaching, and mentoring capabilities.
• Excellent written and verbal communication skills.
• Adaptability to changing circumstances and shifting priorities.
• Knowledge of defined contribution retirement plans is a plus.

Responsibilities

• 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.
• Coordinate omnibus fund purchases and sales with third-party fund companies.
• Prepare and distribute client deliverables, including valuation reports and tax/compliance filings.

Skills

Client service

Coaching

Project management

Communication

Data analysis

Education

Bachelor's degree

High School Diploma/GED

Tools

Trust reconciliation 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.

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 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.

• 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.

Misuse of Voya's name in fraud schemes

Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships.

Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule - working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs.

We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.