Retirement Operations - Lead Recordkeeper

March 13

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Logo of Voya Financial

Voya Financial

Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

Retirement • Investments • Insurance

5001 - 10000 employees

Founded 1998

💸 Finance

📋 Description

• Provides service and administrative support to largest/most complex defined contribution plan clients. • Trains, coaches and mentors lower level recordkeepers. • Answering calls from employers. • Documenting questions received. • Researching questions and responding. • Routing work as needed to different teams for processing and or review. • Submitting tasks for corrections. • Interacting with Money In Payroll team to handle communications for reporting related to payroll processing and other money in activity. • Interacting with the client as needed.

🎯 Requirements

• 6+ years defined contribution client service experience • OMNI 7.4 platform systems experience • Experience with creating & updating Excel spreadsheets • Excellent written and verbal communication skills • Ability to handle multiple priorities

🏖️ Benefits

• Health, dental, vision and life insurance plans • 401(k) Savings plan – with generous company matching contributions (up to 6%) • Voya Retirement Plan – employer paid cash balance retirement plan (4%) • Tuition reimbursement up to $5,250/year • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. • Paid volunteer time — 40 hours per calendar year

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