Lead Recordkeeper
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
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
