Senior Recordkeeper

A company is looking for a Sr Recordkeeper-Account Maintenance. Key Responsibilities Resolves client administrative requests Processes transactions for plan valuation including demographic data and beneficiary maintenance Formats and produces team reports and participates in client meetings as needed Required Qualifications 4-6 years of experience in record-keeping Strong PC skills, including proficiency in spreadsheets and word processing Experience with Omni 7.4 Proven math and calculation aptitude Preferred: Bachelor's degree or equivalent

Apr 9, 2025 - 20:10
 0
Senior Recordkeeper
A company is looking for a Sr Recordkeeper-Account Maintenance. Key Responsibilities Resolves client administrative requests Processes transactions for plan valuation including demographic data and beneficiary maintenance Formats and produces team reports and participates in client meetings as needed Required Qualifications 4-6 years of experience in record-keeping Strong PC skills, including proficiency in spreadsheets and word processing Experience with Omni 7.4 Proven math and calculation aptitude Preferred: Bachelor's degree or equivalent