Lead Recordkeeper at ALA Voya Retirement Insurance and Annuity Company — Hartford, CT

Get to Know the Opportunity:

This role provides service and administrative support to larger, more complex defined contribution plan clients. You will play a key role in ensuring high-quality client service, accurate transaction processing, and strong collaboration with internal and external partners. This is an opportunity to develop expertise in retirement plan operations while contributing to a team-focused environment that delivers consistent, high-impact results.

The Contributions You’ll Make:

• Respond to client requests for information regarding QDRO distributions.
• Monitor and review submitted documents, including Power of Attorney, notary information, and other legal documentation; partner with legal and plan management teams as needed.
• Send correspondence in response to client and partner requests.
• Perform quality reviews of documentation to ensure completeness and accuracy before submission for processing.
• Review general orders submitted for processing.
• Assist with IBM calls and support potential escalations.
• Resolve client administrative and service-related issues in a timely manner.
• Ensure all transactions are processed in accordance with company and client standards.
• Process transactions related to plan valuation activities, including contributions, loans, withdrawals, and earnings allocations.
• Format, load, and validate data for processing.
• Produce client deliverables such as valuation reports, participant statements, investment performance reports, and required tax and compliance filings.
• Participate in client meetings and conference calls; maintain strong trustee and client relationships.
• Support discussions related to plan design, trust reconciliation, payroll consultation, and other client service needs.
• Maintain required productivity and accuracy standards for the role.
• Collaborate with internal and external business partners on operational processes.
• Demonstrate the ability to manage multiple priorities in a team-oriented environment.
• Perform additional duties as assigned.

Minimum Knowledge & Experience:

• Bachelor’s degree or equivalent combination of education and experience.
• 4 years of experience in recordkeeping and employee benefits.
• Strong leadership and organizational skills.
• Experience with Omni 7.4.
• Strong PC skills, including proficiency with spreadsheets and word processing tools.
• Demonstrated math and calculation aptitude.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities effectively.
• Knowledge of IRS and DOL regulations applicable to defined contribution plans.

Compensation Pay Disclosure:

$55,220 - $69,030 USD

Be Well. 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

Critical Skills

• 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 about Critical Skills

Equal Employment Opportunity

Reasonable Accommodations

Misuse of Voya's name in fraud schemes