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Sr Recordkeeper-Account Maintenance

Sr Recordkeeper-Account Maintenance

CompanyVoya Financial
LocationFlorida, USA, Waterbury, CT, USA, Georgia, USA, Quincy, MA, USA
Salary$33770 – $56270
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • 4-6 years experience in record-keeping
  • Strong PC skills, including spreadsheets and word processing
  • Omni 7.4
  • Proven math and calculation aptitude
  • Excellent written and verbal communication skills
  • Ability to handle multiple priorities

Responsibilities

  • Resolves client administrative requests.
  • Ensures that all transactions are processed according to the company’s and the client’s standards. Processes transactions to complete plan valuation such as demographic data, contribution deferrals, beneficiary maintenance.
  • Formats and produces team reports.
  • Participates in client meetings and/or conference calls as business requires
  • Other duties as assigned

Preferred Qualifications

  • Bachelor’s degree or equivalent