Join to apply for the Lead Record Keeper role at Fast Switch
This range is provided by Fast Switch. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$25.00/hr - $32.00/hr
Lead Record Keeper
Target rate $30 hr w2
6-8 months and opportunity to go perm.
Remote work must be located in EST time zone
***We CANNOT work with OPT-EAD’s or student Visa’s, please do not apply
***Candidates must work on our W2 without needing sponsorship.
***We do not work with Corp to Corp in any manner including any form of referral bonus .
Please refrain from applying if:
- You work through a company i.e. Corp to Corp; We will not work with agencies in any manner. We are only permitted to work with w2 employees that do not require sponsorship.
- You do not truly fit the required skills.
- Excel skills – Advanced with v-lookup and pivot tables. Validate information across multiple sheets for accuracy.
- Omni Platform experience required. 3-5 years experience.
- This is a client-facing role.
- High volume day-to-day work.
- Must be a collaborative worker.
Responsibilities
- Provides service and administrative support to largest/most complex defined contribution plan clients.
- Responds to client requests for information.
- Resolves client administrative or service problems.
- 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, loans, withdrawals, and earnings allocations.
- Formats and loads data.
- Performs and analyzes tests required for defined contribution plans and plan design issues i.e. 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.
- Produces valuation reports, participant statements, investment performance reports, and files 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.
Seniority level
- Mid-Senior level
Employment type
- Contract
Job function
- Administrative