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.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity:  

Provides service and administrative support to largest/most complex defined contribution plan clients.   Trains, coaches and mentors’ lower level recordkeepers.

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home or allows work to be performed in any of our major office locations with a hybrid schedule. 

The Contributions You’ll Make:

• Trains, coaches, and mentors lower level recordkeepers.  
• 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.  
• Other duties as assigned that come up for the corporate payroll team
• Complete daily payroll tracking

Minimum Knowledge & Experience:   

• High School Diploma or GED
• 3 years Client Service experience
• Project management skills
• Proven ability to adjust to changing circumstances & incorporate new information into the project plan
• Excellent written and verbal communication skills
• Ability prioritizes task
• Strong leadership abilities

Preferred Knowledge & Experience:

• Bachelor’s degree preferred

#LI-IB1

#Remote

Compensation Pay Disclosure:

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(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely 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 of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill leve