Lead Recordkeeper
Core
Lead Recordkeeper supporting complex defined contribution plan clients with a primary focus on death claim processing, account reconciliation, and regulatory compliance.
Role type
Senior IC recordkeeper (retirement plans)
Builds
Accurate death claim resolutions, trust accounting reconciliations, and compliant participant reports
Domain
Financial services / Retirement plan administration
Required skills
Defined contribution retirement plan expertise, SECURE Act knowledge, death claim processing, trust reconciliation, QDRO handling, beneficiary hierarchy management, regulatory compliance interpretation, complex account analysis, system proficiency (Task Manager/OMNI), client service, team mentorship
Preferred skills
Project management, advanced trust reconciliation, leadership, relationship management
Technologies
Task Manager, OMNI
Responsibilities
Review and analyze death claim notifications; Research participant account activity including prior claims and QDROs; Establish and maintain death claim identifiers; Process death claims per plan provisions and regulations; Reconcile trust accounting and recordkeeping systems; Prepare client-facing reports and tax documentation; Train and mentor less experienced team members
Seniority
Senior, hands-on IC with mentorship responsibilities