Senior Recordkeeper

Voya Investment Management Llc
Braintree, MA, USA
Competitive salary
16 Mar 2020
03 Mar 2021
Job role
Senior Recordkeeper MA-Braintree, 30 BraintreeHill/en-US/voya_jobs/job/MA-Braintree-30-BraintreeHill/Senior-Recordkeeper_JR0022179/apply
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Profile Summary

Provide service and administrative support to larger/more complex Retirement Plan Defined Contribution Corporate Market Clients.

Profile Description

Depending on the assigned position responsibilities may vary and will include, but are not limited to:
  • Respond to client requests for information
  • Resolve client administrative or service problems
  • Reconcile and track payroll related contribution and loan repayment files for IPS Corporate payroll
  • Work with Employers, Third Party Providers and internal teams to resolve discrepancies
  • Ensure that all transactions are processed according to the companys and clients standards
  • Process transactions to complete plan valuation such as contributions and loan repayments
  • Reconcile trust accounting/recordkeeping system on a plan level. Reconcile plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type
  • Participate in client meetings and/or conference calls as necessary. Maintain trustee relationships
  • Format and produce client reports as required
  • Partner with Implementation Team on new client set up
  • Other duties as assigned
  • No Supervisory responsibilities

Education & Experience:
  • Associate or Bachelors degree or equivalent
  • 2-3 years experience in record-keeping
  • Strong PC skills, including spreadsheets and word processing
  • Proven math and calculation aptitude
  • Excellent written and verbal communication skills
  • Experience in a customer service environment
  • Ability to effectively work in multiple applications while maintaining proficiency in each
  • Ability to handle multiple priorities
  • Working knowledge of the retirement plan industry or financial services business is a plus

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 .
Posted 7 Days AgoFull timeJR0022179
About Voya Financial®

About Voya Financial® Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $8.5 billion in revenue in 2018. The company had $560 billion in total assets under management and administration as of June 30, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as one of the 2019 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life , which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management i s a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more:

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