Recordkeeper

St. Petersburg, FL, US • Posted 1 hour ago • Updated 1 hour ago
Contract Corp To Corp
Contract W2
4 Months
On-site
$18 - $22.56/hr
Company Branding Image
Fitment

Dice Job Match Score™

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Job Details

Skills

  • RECORDKEEPER
  • RETIREMENT PLAN
  • 401K
  • 401-K
  • HEALTH INSURANCE
  • INSURANCE PLAN
  • DOCUMENT
  • DOCUMENTATION

Summary

Title: Recordkeeper
Duration: 3 months
Location: Remote


Join our dynamic team and enjoy the flexibility of working from home while providing exceptional service and administrative support to our largest and most complex defined contribution plan clients. This role is perfect for detail-oriented individuals who thrive in a remote work environment.

Job Summary

Provides service and administrative support to defined contribution plan clients, ensuring high standards of transaction processing and client satisfaction.

Key Responsibilities

  • Respond to client requests for information and resolve administrative or service problems.
  • Ensure all transactions are processed according to company and client standards.
  • Process transactions to complete plan valuation, including contributions, loans, withdrawals, and earnings allocations.
  • Format and load data, perform and analyze tests required for defined contribution plans and plan design issues, such as discrimination testing.
  • Request and interpret data, present results to clients, and make recovery recommendations.
  • 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.
  • Coordinate omnibus fund purchases and sales with third-party fund companies.
  • Format and produce client reports, including valuation reports, participant statements, investment performance reports, and necessary tax and compliance forms.
  • Participate in client meetings and/or conference calls.
  • Maintain trustee relationships and discuss plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.

Skills and Qualifications

  • Demonstrated leadership and training skills.
  • Ability to work independently or in a team.
  • Strong oral and written communication skills.
  • Ability to handle multiple priorities.
  • Attention to detail and document review is critical for this role.

 

 

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: talmn001
  • Position Id: 26-10091
  • Posted 1 hour ago

Company Info

About Talent Software Services, Inc

We pride ourselves in making sure that diversity in the workplace is at the forefront of our business. Our Founder, Dave Iacarella, is an Army Veteran who is committed to giving back to fellow Veterans. We are proud of our history of transitioning military Veterans into the workforce with companies that value their service. TALENT helps companies meet their veteran and diversity spend initiatives and requirements. We are committed to supporting veteran and diverse organizations.

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