Associate, Retirement Plan Administration
VestwellSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, AdministrativeIndustries
Requirements
The Sr Recordkeeper should possess a high school diploma or equivalent, and have a minimum of five years of experience in recordkeeping or a related administrative role, with demonstrated proficiency in data processing and analysis. Strong organizational skills and attention to detail are essential, along with the ability to train and mentor junior staff.
Responsibilities
This role involves providing administrative support to large defined contribution plan clients, training and mentoring recordkeepers, responding to client inquiries, resolving client issues, processing transactions related to plan valuations, performing and analyzing tests for defined contribution plans, reconciling trust accounting systems, coordinating fund purchases, formatting and producing client reports, participating in client meetings, maintaining trustee relationships, and discussing plan design and trust reconciliation issues with clients.
Skills
Data Processing
Data Analysis
Organizational Skills
Attention to Detail
Training
Mentoring
Client Support
Transaction Processing
Trust Accounting
Fund Purchases
Client Reporting
Client Meetings
Relationship Management
Voya Financial
Provides financial services and retirement solutions
About Voya Financial
Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.
Key Metrics
New York City, New YorkHeadquarters
2014Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
5,001-10,000Employees