33 applicants

Company

Leading Retirement Solutions · 1 day ago

Retirement Plan Recordkeeper

United States

Full-time

Remote

Entry Level

$55K/yr - $75K/yr

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Financial Services

No H1B

Hiring Manager

Kirsten Curry, J.D., AIF

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Responsibilities

Support daily and balance forward defined contribution and defined benefit plans

Customer support, including answering phones, email, and chat inquiries from sponsors, partner, and participants.

Engage in daily trading and reconciliation of trust accounts and contributions

Work with Plan Administrators and clients to calculate and allocate contributions

Contribution processing, including processing payroll contribution files

Census analysis and determination of participant eligibility and vesting

Review, approve and process participant distributions, including loans

Conduct payroll training with new clients; coordinate with payroll vendors and our technology team to support the most efficient payroll contribution process for each client.

Plan setup in Recordkeeping systems, including enrollment, contribution, and investment allocation set up for participants

Review plan documents, understand retirement plan provisions, install plans in Recordkeeping system

Create online accounts for each customer, including uploading documents, delivering account login information and monitoring utilization

Monthly and quarterly fee processing, including invoicing and plan asset sweeps

Review fund notices and implement fund changes from drafting notices, to communicating with sponsors, advisor partners and participants

Assist with plan conversions, deconversions and mergers/acquisitions

Provide support to our clients including business owners and their employees

Develop new processes, resulting in greater efficiencies and reduced costs

Support, coordinate, and develop processes with a team responsible for servicing a book of company-sponsored retirement plans

Research, develop implementation plan and deploy Recordkeeping enhancements

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement plansFinancial servicesDaily recordkeepingSchwab Retirement TechnologiesAccountingBookkeepingSolutions oriented

Required

Superb communication skills and a commitment to superior customer service

Accuracy, accuracy, accuracy is critical to your success in this position

Deadline driven

Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in an emerging business, like Leading Retirement Solutions

Strong command of technology and ability to learn new software solutions easily and quickly

Works well with a team