Lead Recordkeeper

Overview

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; 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. We are bold and committed to action and strive to create a work environment where differences are understood, valued and pursued. We believe 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 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? Apply now to start your Voyage.

This role provides service and administrative support to larger, more complex defined contribution plan clients. You will play a key role in ensuring high-quality client service, accurate transaction processing, and strong collaboration with internal and external partners. This is an opportunity to develop expertise in retirement plan operations while contributing to a team-focused environment that delivers consistent, high-impact results.

• Respond to client requests for information regarding QDRO distributions.
• Monitor and review submitted documents, including Power of Attorney, notary information, and other legal documentation; partner with legal and plan management teams as needed.
• Send correspondence in response to client and partner requests.
• Perform quality reviews of documentation to ensure completeness and accuracy before submission for processing.
• Review general orders submitted for processing.
• Assist with IBM calls and support potential escalations.
• Resolve client administrative and service-related issues in a timely manner.
• Ensure all transactions are processed in accordance with company and client standards.
• Process transactions related to plan valuation activities, including contributions, loans, withdrawals, and earnings allocations.
• Format, load, and validate data for processing.
• Produce client deliverables such as valuation reports, participant statements, investment performance reports, and required tax and compliance filings.
• Participate in client meetings and conference calls; maintain strong trustee and client relationships.
• Support discussions related to plan design, trust reconciliation, payroll consultation, and other client service needs.
• Maintain required productivity and accuracy standards for the role.
• Collaborate with internal and external business partners on operational processes.
• Demonstrate the ability to manage multiple priorities in a team-oriented environment.
• Perform additional duties as assigned.

• Bachelor’s degree or equivalent combination of education and experience.
• 4 years of experience in recordkeeping and employee benefits.
• Strong leadership and organizational skills.
• Experience with Omni 7.4.
• Strong PC skills, including proficiency with spreadsheets and word processing tools.
• Demonstrated math and calculation aptitude.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities effectively.
• Knowledge of IRS and DOL regulations applicable to defined contribution plans.

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 for this position in the location listed. In addition to base salary, Voya offers incentive opportunities based on the role to reward achievement of annual performance objectives. Salary information is 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…