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Lead Recordkeeper

Company: VirtualVocations
Location: Humble
Posted on: April 1, 2025

Job Description:

A company is looking for a Lead Recordkeeper to provide service and administrative support to defined contribution plan clients.
Key Responsibilities

Train, coach, and mentor lower-level recordkeepers while providing input for performance reviews
Respond to client requests and resolve administrative or service problems
Process transactions, perform necessary tests for defined contribution plans, and produce client reports

Required Qualifications

6+ years of defined contribution client service experience
Experience with omni recordkeeping, preferably version 7.4
Project management skills
Bachelor's degree or equivalent preferred
Strong leadership abilities

Keywords: VirtualVocations, Houston , Lead Recordkeeper, Other , Humble, Texas

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