Lead Recordkeeper needs 1+ years’ experience required
Lead Recordkeeper requires:
Quick learner, grasp onto processes quickly, and think out of the box.
Ability to problem solve, ability to navigate thru recordkeeping system
Multi-task, utilize various applications at the same time, ability to troubleshoot
Lead Recordkeeper duties:
Reviews and interprets requests received from plan sponsors to determine type of service feature required to be added to Retirement plan, specifically for Eligibility requirements.
Ability to review current plan setup features to determine type of service, add required for eligibility changes.
Updates various recordkeeping applications and systems based on analysis determined and features currently available on plan.
Ability to troubleshoot if service feature is not working as expected.
Ensures that all transactions are processed according to the company's and the client's standards.