Lead Record Keeper

Join to apply for the Lead Record Keeper role at Fast Switch

This range is provided by Fast Switch. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$25.00/hr - $32.00/hr

Lead Record Keeper

Target rate $30 hr w2

6-8 months and opportunity to go perm.

Remote work must be located in EST time zone

*** We CANNOT work with OPT-EAD’s or student Visa’s, please do not apply

*** Candidates must work on our W2 without needing sponsorship.

*** We do not work with Corp to Corp in any manner including any form of referral bonus
.

Please refrain from applying if:

• You work through a company i.e. Corp to Corp;
  We will not work with agencies in any manner. We are only permitted to work with w2 employees that do not require sponsorship.
• You do not truly fit the required skills.
• Excel skills – Advanced with v-lookup and pivot tables. Validate information across multiple sheets for accuracy.
• Omni Platform experience required. 3-5 years experience.
• This is a client-facing role.
• High volume day-to-day work.
• Must be a collaborative worker.

• Provides service and administrative support to largest/most complex defined contribution plan clients.
• Responds to client requests for information.
• Resolves client administrative or service problems.
• Ensures that all transactions are processed according to the company's and the client's standards.
• Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations.
• Formats and loads data.
• Performs and analyzes tests required for defined contribution plans and plan design issues i.e. discrimination testing.
• Requests and interprets data, presents results to clients, and makes recovery recommendations.
• Reconciles trust accounting/recordkeeping system on a plan level.
• Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type.
• Coordinates omnibus fund purchases and sales with third-party fund companies.
• Formats and produces client reports.
• Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
• Participates in client meetings and/or conference calls.
• Maintains trustee relationships.
• Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.

• Mid-Senior level

• Contract

• Administrative