Highlights
Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
Numbers & Facts
| Location | St. Petersburg, FL |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 1999 |
| Website | http://www.eclaroit.com |
Description
Recordkeeper
Job Number: 26-01783
Job Number: 26-01783
Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Recordkeeper for our client in St. Petersburg, FL.
ECLARO’s client’s provides retirement savings, health & investment management and insurance services. If you’re up to the challenge, then take a chance at this rewarding opportunity
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.
If hired, you will enjoy the following ECLARO Benefits:
- 401k Retirement Savings Plan administered by Merrill Lynch
- Commuter Check Pretax Commuter Benefits
- Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
If interested, you may contact:
Melissa Francisco
Melissa.Francisco@eclaro.com
646-849-5125
Melissa Francisco | LinkedIn
Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.
About Company
Eclaro is a Business and Technology Consulting Firm that connects top talent with opportunities nationwide. We have direct access to Hiring Managers from leading Fortune 1000 organizations in almost every industry segment, with particular expertise in:
• Technology and Business Consulting
• Financial Services and Insurance
• Pharmaceuticals and Life Sciences
• Consumer Products, Public Sector, and Utilities
Eclaro provides fully customizable, comprehensive talent acquisition and management of seasoned professionals through a number of business models, including:
• Consulting
• Professional Hiring
• Global Integrated Delivery™
• Managed Services
Eclaro recruits and manages a staff of highly skilled individuals in an array of specialized disciplines enabling our clients to leverage new opportunities, respond to increased and changing demands, and increase their profitability.
Eclaro’s Management Team averages over 25 years of experience in partnering with clients in technical, corporate operations and human capital solutions. We hold ISO 9001:2008 certification and have achieved SOC 2 Type 2 certification in Security, Availability and Confidentiality. Eclaro’s decades of expertise and collaborative practice have proven that The Right People are The Answer.
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