Recordkeeper
Job Summary
To provide administrative support for large defined contribution retirement plan clients, the remote Recordkeeper will process transactions, reconcile balances, prepare reports, and respond to client inquiries over a 4-month contract.
Key Responsibilities
- Provide service and administrative support to large and complex defined contribution plan clients
- Process retirement plan transactions, including contributions, loans, withdrawals, and earnings allocations
- Reconcile trust accounting and recordkeeping systems at the plan level and prepare reconciliation reports
Required Qualifications
- Experience in retirement plan recordkeeping or defined contribution plans
- Strong understanding of defined contribution plan administration and transactions
- Experience with plan reconciliation and trust accounting
- Experience processing contributions, loans, withdrawals, and earnings allocations
- Strong analytical skills and attention to detail
Complete Job Description
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