Recordkeeping Administrator
Findley Davies, Inc. - Columbus, OH

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Findley Davies is a multi-regional, independent, fee-for-service HR consulting, actuarial and administrative services firm. We strive to be a trusted advisor to our clients, providing strategic, administrative, and technological solutions enabling them to attract, reward and retain productive people. Our consultants, actuaries and administrators are accomplished professionals with proven track records in HR, ERISA and tax law, retirement plans, actuarial science, communications, health and group insurance and HR technology.

Job Responsibilities:

Working in the firm’s Recordkeeping & Administration Practice providing daily administration for client 401(k) plans. Responsibilities include:

  • Processing 401(k) recordkeeping functions/transactions with a high degree of accuracy and within established deadlines
  • Census updates and address changes
  • Processing morning, late day, and trustee system routines
  • Answering client and participant questions to routine transactions (live operator call center)
  • Reconciling daily cash for each plan
  • Learning technical rules for plans
  • Proactively communicating with senior administrators, trustees, and clients to resolve processing issues
  • Other duties as assigned including 5500’s, vesting updates and testing

Core Competencies

  • Basic knowledge of finance and accounting principles
  • Proficient in use of Microsoft Word, Excel and Outlook and in use of required processing software/systems
  • Capable of multi-tasking and meeting deadlines with the highest degree of accuracy
  • Detail-oriented with strong organization and communication skills
  • Ability to work independently while also exhibiting a strong team approach to managing and developing relationships

Educational Requirements
Bachelor’s degree in Business, Accounting or Finance


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About this company
Findley Davies is a multi-regional, independent, fee-for-service HR consulting, actuarial and administrative services firm. We strive to be...