Senior Recordkeeper
Company: VirtualVocations
Location: Irvine
Posted on: November 1, 2024
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Job Description:
A company is looking for a Sr Recordkeeper to provide service
and administrative support to defined contribution plan
clients.
Key Responsibilities
Respond to client requests regarding QDRO distributions and resolve
administrative issues
Process transactions for plan valuation, including contributions,
loans, and withdrawals
Reconcile trust accounting systems and produce client reports,
including valuation and compliance forms
Required Qualifications
4-6 years of experience in record-keeping and employee benefits
Experience with Omni 5.5 & 7.4
Strong PC skills, including proficiency in spreadsheets and word
processing
Knowledge of IRS and DOL code sections applicable to Defined
Contribution plans
Bachelor's degree or equivalent preferred
Keywords: VirtualVocations, Mission Viejo , Senior Recordkeeper, Accounting, Auditing , Irvine, California
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