Sr Recordkeeper

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.

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.

• 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.

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…