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Lead Recordkeeper
Job Summary
A company is looking for a Lead Recordkeeper to provide service and administrative support to nonqualified 409A and 457 plan clients.
Key Responsibilities
- Monitor automated processes and assist with issue resolution for plan management
- Process transactions and create client reports for plan valuation and participant statements
- Add new participants and assist with auditing and processing investment options changes
Required Qualifications
- 6+ years of defined contribution client service experience
- Project management skills
- Bachelor's degree or equivalent preferred
- Strong leadership abilities
- Ability to handle multiple priorities
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COMPLETE JOB DESCRIPTION
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