Senior Recordkeeper

Company: VirtualVocations
Location: West Palm Beach
Posted on: May 3, 2025

Job Description:

A company is looking for a Sr Recordkeeper-Account Maintenance.
Key Responsibilities

Resolves client administrative requests
Processes transactions for plan valuation including demographic data and beneficiary maintenance
Formats and produces team reports and participates in client meetings as needed

Required Qualifications

4-6 years of experience in record-keeping
Strong PC skills, including proficiency in spreadsheets and word processing
Experience with Omni 7.4
Proven math and calculation aptitude
Preferred: Bachelor's degree or equivalent

Keywords: VirtualVocations, North Lauderdale , Senior Recordkeeper, Other , West Palm Beach, Florida

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