Recordkeeper

ECLARO is seeking a Recordkeeper for a client in Saint Petersburg, FL that provides retirement savings, health & investment management, and insurance services.

Responsibilities

• Provides service and administrative support to largest/most complex defined contribution plan clients.
• Responds to client requests for information and resolves client administrative or service problems.
• Ensures all transactions are processed according to company and client 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 (e.g., 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, including valuation reports, participant statements, investment performance reports, and 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.

Benefits

• 401k Retirement Savings Plan administered by Merrill Lynch.
• Commuter Check Pretax Commuter Benefits.
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO.