Lead Recordkeeper - NonQualified Plans

Together we strive for everyone's opportunity towards a better financial future.

Together we stand up for and champion everyone's access to opportunity. We strive for better together. We advocate for everyone and not against anyone. Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision to be America's Retirement Company®.

Are you ready to join a great company with a winning culture? Start your Voyage - Apply Now

Profile Summary:

Provides service and administrative support to nonqualified 409A plan clients.

Profile Description:

• Monitors automated processes for pweb transfers, dividend imports and ROR postings for errors. Provides notification to plan management and assists with issue resolution.
• 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, distributions, fees and earnings allocations for multiple plan designs and funding arrangements. Formats and loads data.
• Creates new class year sources as needed based on plan designs.
• Add new participants, alternate payees and sponsors to recordkeeping software and establish web accounts as requested by plan management.
• Formats and produces client reports. Produces monthly reports, specialty asset/liability comparison reporting, quarterly valuation reports, and participant statements.
• Assist plan management with auditing of online enrollment results and reformat and load audited distribution elections into the database.
• Process Investment Options changes on the plan level as needed.
• Other duties as assigned

Knowledge & Experience:

• Bachelor's degree or equivalent
• 6+ years defined contribution client service experience
• Project management skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Ability to handle multiple priorities
• Strong leadership abilities

#LI-CWI

#LI-REMOTE

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes