Lead Record Keeper

Job Summary

A company is looking for a Lead Record Keeper who will provide administrative support to defined contribution plan clients.

Key Responsibilities

• Provide service and administrative support to complex defined contribution plan clients
• Process transactions related to plan valuation and resolve client administrative issues
• Analyze and present data, ensuring compliance with company and client standards

Required Qualifications

• Advanced Excel skills, including v-lookup and pivot tables
• 3-5 years of experience with the Omni Platform
• Experience in client-facing roles
• Ability to manage high-volume day-to-day work
• Collaborative working style