Lead Recordkeeper

Position Overview

• Location Type: Not specified
• Employment Type: Full Time
• Salary: Not specified
• Brief Description: Provides service and administrative support to nonqualified 409A and 457 plan clients. The role focuses on monitoring automated processes, ensuring accurate transaction processing, and assisting with plan valuation and reporting.

Profile Description

• Monitors automated processes for pweb transfers, dividend imports and ROR postings for errors.
• Provides notification to plan management and assists with issue resolution.
• Ensures that all transactions are processed according to the company’s and the client’s standards.

Responsibilities

• Processes transactions to complete plan valuation such as contributions, distributions, NQ check & tax, fees and earnings allocations for multiple plan designs and funding arrangements.
• Formats and loads data.
• Creates new class year sources as needed based on plan designs.
• Adds new participants, alternate payees and sponsors to recordkeeping software and establishes web accounts as requested by plan management.
• Formats and produces client reports, including:
  • Monthly reports
  • Specialty asset/liability comparison reporting
  • Quarterly valuation reports
  • Participant statements
• Assists plan management with auditing of online enrollment results and reformats and loads audited distribution elections into the database.
• Processes Investment Options changes on the plan level as needed.
• Other duties as assigned.

Knowledge & Experience

• Required:
  • 6+ years defined contribution client service experience
  • Project management skills
  • Excellent written and verbal communication skills
  • Ability to handle multiple priorities
  • Strong leadership abilities
• Preferred:
  • Bachelor’s degree or equivalent

Compensation

• Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. (Specific salary range not provided)

Company Information

• Voya believes in being bold and committed to action.
• Voya is committed to a work environment where differences are understood, valued, and intentionally pursued.
• Voya’s Purpose: To empower America to prosper.