Recordkeeper #512 (Remote)
RemoteRemte, Saldus Municipality, Republic of Latvia
EXPIREDRemte, Saldus Municipality, Republic of LatviaRemoteContract
Contract
Job Summary
Process retirement plan transactions including contributions, loans, withdrawals, and earnings allocations for large defined contribution clients. Reconcile trust accounting and recordkeeping systems through daily balancing and adjustment analysis while preparing valuation reports, participant statements, and tax documentation. Respond to client requests, resolve administrative issues, and present discrimination testing results with recovery recommendations. Coordinate omnibus fund purchases and support training activities. Maintain strong trustee relationships and manage multiple priorities independently.
Required Qualifications
- Experience in retirement plan recordkeeping, defined contribution plans, or a closely related field.
- Strong understanding of defined contribution plan administration and transactions.
- Experience with plan reconciliation and trust accounting.
- Experience processing or supporting contributions, loans, withdrawals, and earnings allocations.
- Experience working with plan data, reporting, and transaction analysis.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and document review skills.
- Strong oral and written communication skills.
- Ability to manage multiple priorities and meet deadlines.
- Ability to work independently and as part of a team.
- Demonstrated leadership and training skills.
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