
Retirement Operations-Lead Recordkeeper
Welcome to Voya Financial! We are currently seeking a highly organized and detail-oriented individual to join our team as the Retirement Operations-Lead Recordkeeper. In this role, you will be responsible for managing the recordkeeping operations for our retirement plans, ensuring accuracy and compliance with regulatory requirements. We are looking for someone with a strong understanding of retirement plans and recordkeeping systems, as well as excellent leadership and communication skills. If you are passionate about helping individuals plan for their future and have the qualifications we are looking for, we would love to have you on our team.
- Manage recordkeeping operations for retirement plans: This includes overseeing the maintenance of accurate records, managing data entry and updates, and ensuring compliance with regulatory requirements.
- Ensure accuracy and quality control: The Lead Recordkeeper will be responsible for reviewing and verifying all data to ensure accuracy and completeness, as well as identifying and resolving any discrepancies.
- Stay up-to-date on regulatory requirements: The Lead Recordkeeper will be expected to stay informed of any changes in regulatory requirements related to retirement plans and ensure compliance within the recordkeeping operations.
- Train and manage team members: This role will involve training and managing a team of recordkeeping employees, ensuring they are knowledgeable about retirement plans and recordkeeping systems, and guiding them to meet performance expectations.
- Collaborate with other departments: The Lead Recordkeeper will work closely with other departments, such as legal and compliance, to ensure all retirement plans are administered in accordance with company policies and regulatory requirements.
- Develop and implement processes: The successful candidate will be responsible for developing and implementing efficient processes and procedures to improve the accuracy and efficiency of recordkeeping operations.
- Communicate with clients and vendors: The Lead Recordkeeper will be the main point of contact for clients and vendors regarding recordkeeping operations, and will be responsible for maintaining positive relationships and addressing any questions or concerns.
- Monitor and report on recordkeeping metrics: This role will involve tracking and reporting on various recordkeeping metrics, such as accuracy rates and processing times, to identify areas for improvement and make recommendations for increasing efficiency.
- Stay informed about industry trends: The Lead Recordkeeper will be expected to stay informed about industry trends and advancements in recordkeeping technology, and make recommendations for implementing new systems or processes to improve operations.
- Uphold company values: As a representative of Voya Financial, the Lead Recordkeeper will be expected to uphold the company's values and maintain a high level of professionalism while interacting with clients, vendors, and team members.
Bachelor's Degree In Business Administration, Finance, Or Related Field
Minimum Of 5 Years Of Experience In Retirement Plan Administration Or Recordkeeping
Strong Knowledge Of Erisa Regulations And Retirement Plan Design
Experience In Managing A Team And Providing Leadership And Guidance
Excellent Communication And Interpersonal Skills, With The Ability To Effectively Communicate Complex Retirement Concepts To Clients And Team Members.
Communication Skills
Data Analysis
Time Management
Problem Solving
customer service
Financial Management
Compliance Knowledge
Team Leadership
Retirement planning
Retirement Products
Organ
Recordkeeping Systems
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Retirement Operations-Lead Recordkeeper in New York, NY, USA is $85,000 - $105,000 per year. This may vary depending on the company, level of experience, and specific job duties.
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Voya Financial is an American financial, retirement, investment and insurance company based in New York, New York. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering.

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