Sr Recordkeeper-Retirement

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:    

Provides service and administrative support to larger/more complex defined contribution plan clients. 

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home East Coast hours.

The Contributions You’ll Make:    

• Responds to client requests for information regarding QDRO distributions
• Resolves client administrative or service problems.
• Ensures that all transactions are processed according to the company’s and the client’s standards.   Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations.  Formats and loads data.
• Performs and analyzes tests required for defined contribution plans and plan design issues i.e. discrimination testing.   Requests and interprets data, presents results to clients, and makes recovery recommendations.
• Reconciles trust accounting/recordkeeping system on a plan level.   Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. 
• Coordinates omnibus fund purchases and sales with third-party fund companies.
• Formats and produces client reports.  Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
• Participates in client meetings and/or conference calls.  Maintains trustee relationships.   Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.  
• Reviewing and analyzing for good order Death Claims
• Entering complex transactions to include beneficiary RMD calculations & distributions.
• Maintain a department required volume and accuracy level for position
• Work with internal and external business partners on various processes
• Ability to multitask and work in a team environment to achieve team goal
• Other duties as assigned
   

Minimum Knowledge & Experience:   

• 4-6 years experience in record-keeping and employee benefits
• Omni 5.5 & 7.4
• Strong PC skills, including spreadsheets and word processing
• Proven math and calculation aptitude
• Excellent written and verbal communication skills
• Ability to handle multiple priorities
• Knowledge of the IRS and DOL code sections applicable to Defined Contribution plans

Preferred Knowledge & Experience:

• Bachelor’s degree or equivalent

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.