Lead Recordkeeper
TALENT Software Services
Lead Recordkeeper
Join our team as a Lead Recordkeeper, where you will provide exceptional service and administrative support to our largest and most complex defined contribution plan clients, all from the comfort of your own home.
Key Responsibilities
- Respond to client requests for information and resolve administrative or service issues.
- Ensure all transactions are processed according to company and client standards.
- Process transactions to complete plan valuation, including contributions, loans, withdrawals, and earnings allocations.
- Format and load data efficiently.
- Perform and analyze tests required for defined contribution plans and address plan design issues, such as discrimination testing.
- Request and interpret data, present results to clients, and make recovery recommendations.
- Reconcile trust accounting/recordkeeping systems on a plan level, ensuring alignment between plan and trust balances through daily balancing and adjustment analysis.
- Coordinate omnibus fund purchases and sales with third-party fund companies.
- Format and produce various client reports, including valuation reports, participant statements, investment performance reports, and necessary tax and compliance forms.
- Participate in client meetings and conference calls, maintaining strong trustee relationships.
- Discuss plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.
Work Environment
This position offers the flexibility to work from home, allowing you to achieve a work-life balance while making significant contributions to our clients' success.
TALENT Software ServicesVacancy posted 17 hours ago
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