Senior Retirement Recordkeeper

Company: VirtualVocations
Location: Sunnyvale
Posted on: November 7, 2024

Job Description:

A company is looking for a Sr Recordkeeper-Retirement.

Key Responsibilities

Provide service and administrative support for complex defined contribution plan clients
Review payroll/contribution files and resolve service problems related to participant inquiries
Process transactions and reconcile trust accounting/recordkeeping systems

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

Keywords: VirtualVocations, Tracy , Senior Retirement Recordkeeper, Accounting, Auditing , Sunnyvale, California

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