Recordkeeper

Title: Recordkeeper
Remote
Duration: 6 months

Job Description – Responsible for research and reconciliation of plan participant data.

Resolving conflicts.

Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.

Monitor workflow and automated workload. Look for process efficiencies across platforms and teams.

Formats and loads data. Reconciles trust accounting/recordkeeping system on a plan/participant level. Plan/participant adjustment analysis, preparing reconciliation reports, and data integrity analysis.

Formats and produces client reports.

Data entry as needed

Work with internal business partners (Plan management)