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Senior Recordkeeper - Money In

6/19/2025

No location specified

Job Summary

A company is looking for a Sr Recordkeeper-Money In.

Key Responsibilities
  • Provide service and administrative support for complex defined contribution plan clients focusing on Money In transactions
  • Review payroll/contribution files and resolve service problems related to participant inquiries
  • Ensure all transactions are processed according to company and client standards, including reconciliations and participation in problem-solving sessions


Required Qualifications
  • 3+ years of defined contribution client service experience
  • Experience with OMNI 5.2 / 7.4 platform systems
  • Proficiency in creating and updating Excel spreadsheets
  • Bachelor's degree or equivalent preferred

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