Sr Recordkeeper

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 – Apply Now Get to Know the Opportunity: The Sr Recordkeeper provides service and administrative support to larger and more complex defined contribution plan clients. This role is responsible for processing transactions, resolving client inquiries, reconciling plan balances, maintaining trustee relationships, and ensuring the accurate administration of retirement plan services. The Contributions You’ll Make: Respond to client requests for information and provide exceptional service support. Resolve administrative and service-related issues in a timely and professional manner. Ensure all transactions are processed in accordance with company and client standards. Process plan valuation transactions, including withdrawals, required minimum distributions (RMDs), and termination distributions. Reconcile trust accounting and recordkeeping systems at the plan level. Reconcile plan balances to trust balances through daily balancing, adjustment analysis, reconciliation reporting, and transaction-level analysis as needed. Format, prepare, and distribute reports to clients and internal stakeholders. Participate in client meetings and conference calls, as appropriate. Maintain and strengthen trustee and client relationships. Discuss plan design considerations, trust reconciliation matters, and available service solutions with clients and stakeholders. Perform additional duties and responsibilities as assigned. Minimum Knowledge & Experience: Bachelor's degree required. 3+ years of recordkeeping experience supporting defined contribution retirement plans. Strong PC skills, including proficiency in Microsoft Excel and Microsoft Word. Proven mathematical and calculation aptitude. Excellent written and verbal communication…