Recordkeeping Analyst (Contributions)
About The Position
ABOUT OUR CLIENT: Our client is a full-service 401(k) recordkeeper, third-party administrator (TPA), and registered investment advisor (RIA). They partner with plan sponsors, advisors, and payroll providers to deliver accurate, compliant, and efficient retirement plan administration. They aim to deliver a white-glove service to our clients and plan participants through fast, high-quality responses and proactive communication, leveraging technology to empower their people to do their best work. WHAT YOU WILL DO: Contribution Intake & Data Validation Review and validate incoming payroll and contribution files prior to posting Ensure files meet required data standards, formats, and balancing expectations Verify contribution amounts, compensation, eligibility, and source types align with plan provisions Identify missing, inconsistent, or anomalous data and prevent inaccurate files from entering the system Reconcile contribution totals and resolve variances before processing Contribution Processing Execution Process employee and employer contributions accurately and within established SLAs Monitor queues, workflows, and exception reports to ensure timely posting Utilize system tools, automation, and manual controls to manage volume and deadlines Escalate time-sensitive or high-risk issues appropriately Troubleshooting & Issue Resolution Research and resolve contribution discrepancies, late contributions, and payroll variances Identify recurring data problems and contribute to long-term prevention strategies Partner with internal teams (e.g., payroll, implementation, compliance, technology) to clarify plan rules and correct issues Process Ownership & Improvement Follow and help maintain contribution-related SOPs, job aids, and validation checklists Provide feedback on process gaps, control weaknesses, and opportunities for standardization Support efforts to improve upstream data quality and reduce rework, corrections, and exceptions Contribute ideas that strengthen controls and improve efficiency Quality & Compliance Support Ensure contribution processing aligns with ERISA, IRS, and DOL requirements Support audits, internal reviews, and compliance checks related to contributions Maintain a strong focus on accuracy, traceability, and audit readiness
Requirements
- Strong Excel skills with data manipulation, formulas, and formatting
- High attention to detail and comfort working with large data sets
- Ability to manage high-volume, deadline-driven operational work
- Strong problem-solving and troubleshooting skills
- Clear written and verbal communication skills
Nice To Haves
- Experience in a recordkeeping, TPA, or retirement services environment
- Familiarity with automation tools or workflow technology used in operations
- Experience supporting audits or correction activity related to contributions
Responsibilities
- Contribution Intake & Data Validation
- Contribution Processing Execution
- Troubleshooting & Issue Resolution
- Process Ownership & Improvement
- Quality & Compliance Support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
