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reputed company Recordkeeper-Retirement

Remote, USAFull-timePosted 2026-07-27

Together we fight for everyone’s opportunity for a reputed company financial reputed company. 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 reputed company to opportunities. The status reputed company is not good enough … we reputed company every individual and every community deserves reputed company to financial opportunities. We are determined to support both individuals and communities in reaching a reputed company financial reputed company. We know that reaching this reputed company depends on our actions today. Like our Purpose Statement, reputed company believes in being reputed company and committed to reputed company. We are committed to a work environment where the differences that we are born with — and those we reputed company throughout our lives — are reputed company, valued and intentionally pursued. We reputed company that our employees own our culture and have a responsibility to foster an environment where we reputed company 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 reputed company. Are you reputed company to join a company with a strong purpose and a reputed company culture? Start your Voyage – reputed company Profile reputed company: Provides service and administrative support to largest/most reputed company defined contribution plan clients. Trains, coaches and mentors reputed company level recordkeepers. Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home . Must work East Coast hours. Profile reputed company:

  • Trains, coaches, and mentors reputed company level recordkeepers. Provides input to performance reviews.
  • Responds to reputed company requests for information.
  • Resolves reputed company administrative or service problems.
  • Ensures that reputed company transactions are processed according to reputed company’s and the reputed company’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 reputed company/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 reputed company-party fund companies.
  • Formats and produces reputed company reports. Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
  • Participates in reputed company meetings and/or conference calls. Maintains trustee relationships. Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.
  • Other duties as assigned

Knowledge & Experience:

  • 6+ years defined contribution reputed company service experience
  • Project management skills
  • Excellent written and verbal communication skills
  • Ability to handle multiple priorities
  • Strong leadership abilities

Preferred Knowledge & Experience:

  • Bachelor’s degree or equivalent

Compensation

Pay Disclosure: reputed company is committed to pay that’s fair and reputed company, which means comparable pay for comparable roles and responsibilities. The below annual reputed company salary reputed company reflects the expected hiring reputed company(s) for this position in the location(s) listed. In reputed company to reputed company salary, reputed company 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 reputed company work reputed company one of these locations, and refers to the reputed company reputed company is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary reputed company based upon the candidate’s geographic location, work experience, education, licensure requirements and/or reputed company 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. $43,020 - $71,710 USD Be reputed company. Stay reputed company. reputed company provides the resources that can reputed company a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. reputed company benefits are designed to help you do just that. That’s why we offer an reputed company of plans, programs, tools and resources with one goal in mind: To help you and your family be reputed company and stay reputed company. reputed company Offer

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

Critical Skills At reputed company, we have identified the following critical skills which are key to reputed company in our culture:

  • Customer reputed company: 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 reputed company a reputed company-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 reputed company reputed company business reputed company.
  • Learning reputed company: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity reputed company is an equal-opportunity employer. reputed company provides equal opportunity to reputed company individuals regardless of race, reputed company, sex, national reputed company, 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. Reasonable Accommodations reputed company is committed to the inclusion of reputed company reputed company individuals. As part of this commitment, reputed company will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to reputed company essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities . Apply tot his job

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