SR Recordkeeper-Document Review

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity:    

Provides service and administrative support to larger/more complex defined contribution plan clients. 

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home. East Coast hours preferred.

The Contributions You’ll Make:    

• Responds to client requests for information regarding QDRO distributions.
• Monitor requests to review submitted documents. Power of Attorney , notary information & other legal documents. Works with legal department and plan management teams.
• Sends correspondence in response to requests.
• Quality review of documents to ensure all is IGO before submitting for processing.
• Resolves client administrative or service problems.
• Ensures that all transactions are processed according to the company’s and the client’s standards. Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations. Formats and loads data.
• Formats and produces client reports. Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
• Participates in client meetings and/or conference calls. Maintains trustee relationships. Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.  
• Maintain a department required volume and accuracy level for position
• Work with internal and external business partners on various processes
• Ability to multitask and work …