Lead Recordkeeper

Voya Financial • Boston, MA

21h • Hybrid

About The Position

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 – Get to Know the Opportunity: Provides service and administrative support to largest/most complex defined contribution plan clients. Mentors lower level recordkeepers. Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office. The Contributions You’ll Make: Resolves client administrative or service problems. Ensures that all transactions are processed according to the company’s and the client’s standards. Quality review of transactions such as terminations and withdrawals. Formats and produces reports as business requires. 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. As business requires. Other duties as assigned

Requirements

• 4-6 years experience in record-keeping
• Strong PC skills, including spreadsheets and word processing
• Omni 7.4
• Proven math and calculation aptitude
• Excellent written and verbal communication skills
• Ability to handle multiple priorities
• Knowledge of the IRS and DOL code sections applicable to Defined Contribution plans

Nice To Haves

• Bachelor’s degree or equivalent

Responsibilities

• Resolves client administrative or service problems.
• Ensures that all transactions are processed according to the company’s and the client’s standards.
• Quality review of transactions such as terminations and withdrawals.
• Formats and produces reports as business requires.
• 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.
• As business requires.
• Other duties as assigned

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level