Lead Recordkeeper

Position Overview

The 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.

• 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.

Annual base salary range: $55,220 – $69,030

USD. In addition to base salary, Voya offers incentive opportunities (annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives.

• Health, dental, vision and life insurance plans.
• 401(k) savings plan – 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.

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.

Voya is committed to the inclusion of all qualified individuals. 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 refer to resources for applicants with disabilities.