Senior Recordkeeper
Job Summary
A company is looking for a Sr Recordkeeper to provide service and administrative support to defined contribution plan clients.
Key Responsibilities
- Respond to client requests regarding QDRO distributions and resolve administrative issues
- Process transactions for plan valuation, including contributions, loans, and withdrawals
- Reconcile trust accounting systems and produce client reports, including valuation and compliance forms
Required Qualifications
- 4-6 years of experience in record-keeping and employee benefits
- Experience with Omni 5.5 & 7.4
- Strong PC skills, including proficiency in spreadsheets and word processing
- Knowledge of IRS and DOL code sections applicable to Defined Contribution plans
- Bachelor's degree or equivalent preferred
Complete Job Description
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