Sr Recordkeeper
Core
Provides administrative support and service for complex defined contribution retirement plan clients, ensuring accurate transaction processing and reconciliation.
Role type
Senior Recordkeeper (Defined Contribution Plans)
Builds
Retirement plan administration services for institutional clients
Domain
Financial Services / Retirement Planning
Required skills
Defined contribution plan administration, Trust accounting reconciliation, Plan balance reconciliation, Transaction processing, Regulatory compliance (IRS/DOL), Microsoft Excel, Client relationship management
Preferred skills
Complex plan client support, Trust reconciliation expertise, Client meeting facilitation
Responsibilities
Process plan valuation transactions (withdrawals, RMDs, terminations), Reconcile trust accounting and recordkeeping systems, Respond to client inquiries and resolve service issues, Prepare and distribute reports to clients and stakeholders, Maintain trustee and client relationships
Seniority
Senior, hands-on IC