Recordkeeper
Job Number: 26-01460
Job Number: 26-01460
Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Recordkeeper for our client in Saint Petersburg, FL.
ECLARO’s client’s provides retirement savings, health & investment management and insurance services. If you’re up to the challenge, then take a chance at this rewarding opportunity
Responsibilities:
- Provides service and administrative support to largest / most complex defined contribution plan clients.
- Responds to client requests for information.
- Resolves client administrative or service problems.
- Ensures that all transactions are processed according to the company's and the client's standards.
- Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations.
- Formats and loads data.
- Performs and analyzes tests required for defined contribution plans and plan design issues i.e. discrimination testing.
- Requests and interprets data, presents results to clients, and makes recovery recommendations.
- Reconciles trust accounting / recordkeeping system on a plan level.
- Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type.
- Coordinates omnibus fund purchases and sales with third-party fund companies.
- Formats and produces client reports. Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
- Participates in client meetings and / or conference calls.
- Maintains trustee relationships.
- Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.
Skills:
- Demonstrated leadership and training skills.
- Ability to work independently or in a team.
- Strong oral and written communication skills.
- Ability to handle multiple priorities.
- Attention to detail and document review is critical for this role.
If hired, you will enjoy the following ECLARO Benefits:
- 401k Retirement Savings Plan administered by Merrill Lynch
- Commuter Check Pretax Commuter Benefits
- Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
If interested, you may contact:
Carlo Flores
Carlo.Flores@eclaro.com
646-695-2934
Carlo Flores | LinkedIn
Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.
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