Lead Recordkeeper

Job Summary

A company is looking for a Lead Recordkeeper to provide service and administrative support to nonqualified 409A and 457 plan clients.

Key Responsibilities

• Monitor automated processes and assist with issue resolution for plan management
• Process transactions and create client reports for plan valuation and participant statements
• Add new participants and assist with auditing and processing investment options changes

Required Qualifications

• 6+ years of defined contribution client service experience
• Project management skills
• Bachelor's degree or equivalent preferred
• Strong leadership abilities
• Ability to handle multiple priorities