Job Posting OPEN

Recordkeeping Associate

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Recordkeeping Associate

Full Time (40 hours/week)

100% Fully Remote

Start Immediately!

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast-paced and often changing work environment, we would love for you to join our organization of experts! 

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments. 

Department Responsibilities 

Our Recordkeeping team is responsible for processing plan participant transactions and quality checking each distribution, rollover, payroll to ensure funds flow to and from the correct amounts. The department is also responsible for ticket handling and meeting departmental Service Level Agreements as set by the organization as well as the clients we serve. 

Essential Job Duties

• Support daily defined contribution plans and MEP’s and PEP’s. 

• Assist with Daily trading and reconciliation. 

• Processing payroll contribution files. 

• Distribution and loan processing. 

• Payroll and contribution reconciliation. 

• Review Match Calculations. 

• Payroll training with new clients. 

• Set up outgoing & incoming rollovers for plan participants, including working with participants and banks and keeping clients apprised of progress. 

• Enrollment, contribution, and investment allocation set up for participants. 

• Customer support, including answering phones and email inquiries. 

• Understand retirement plan provisions. 

• Create online accounts for each customer, including uploading documents, delivering account login information and monitor utilization. 

• Review fund notices. 

• Provide support to our clients including business owners and their employees.

• Develop new processes, resulting in greater efficiencies and reduced costs.

• Support, coordinate, and develop processes with a team responsible for servicing a book of company sponsored retirement plans.

• Additional duties as assigned.

Minimum Qualifications

• Superb communication skills and a commitment to superior customer service.

• Accuracy, accuracy, accuracy is critical to your success in this position.

• Deadline driven.

• Solutions oriented and ability to handle changing and competing responsibilities.

• Strong command of technology and ability to learn new software solutions easily and quickly. 

• Works well with a team.

• Highly organized with keen attention to detail.  

• Must be able to work independently as we are a fully remote company. 

• Proficiency is required with Excel, Word, Outlook, Adobe Acrobat.

Preferred Qualifications

• Experience with Schwab Retirement Technologies (SRT) is preferred.

• Daily recordkeeping or trading experience is preferred. 

• Experience with company sponsored retirement plans and/or experience in the financial services or investment industry is preferred. 

Physical Demands and Work Environment

• While performing the duties of this job, the employee is regularly required to talk and hear. 

• The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms. 

• The employee must occasionally lift and/or move up to 10 pounds.

• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

• The work environment is usually an indoor setting with infrequent exposure to outside elements. This position requires less than 5% of travel.

• The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.

• Constantly operates a computer and other office productivity machinery such as a printer. 

We Offer Great Benefits!

• Choice between 4 medical plans

• Dental, Vision, Accident, and Life/AD&D Insurance

• 3+ Weeks of Paid Time off (PTO) Starting

• Paid Holidays

• Employer sponsored 401(k) Plan + Employer matching contributions

• Performance bonuses

• Financial support for ongoing education and credentialing

• Great, casual working environment with casual dress

• 100% Employer Paid Work from Home Setup

• Flexible Scheduling

Leading Retirement Solutions is proud to be an Equal Opportunity employer and we value diversity at our firm. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. LRS will only employ those who are legally authorized to work in the United States for this opening.

We are committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to apply for an open position, please email your request to careers@leadingretirement.com General employment questions cannot be accepted or processed here.