Lead Retirement Recordkeeper

Job Summary

A company is looking for a Lead Recordkeeper-Retirement who provides service and administrative support to defined contribution plan clients.

Key Responsibilities

• Train, coach, and mentor lower-level recordkeepers while providing input to performance reviews
• Respond to client requests and resolve administrative or service problems
• Process transactions for plan valuation and produce necessary client reports

Required Qualifications

• 6+ years of defined contribution client service experience
• Project management skills
• Bachelor's degree or equivalent preferred
• Strong leadership abilities
• Ability to handle multiple priorities