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Recordkeeper jobs
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Treasurer/Recordkeeper wanted for an AZ Republican political candidateCompany:
Description: This person will handle all financial transactions and financial recordkeeping for the candidate. They will also be responsible for submitting financial reports...
Senior Investment Analyst - Retirement SolutionsCompany: Morningstar
Description: of the roles of plan providers, custodians, recordkeepers, and investment consultants is also required... between plan sponsor, recordkeeper, and custodian...
Product ManagerCompany: 101-DST Retirement Solutions
Description: for retirement income options. Historically, recordkeepers, insurers, and financial intermediaries have... industry leaders, both recordkeepers and insurers, to...
Account Manager - DeconversionCompany: MassMutual Financial Group
Description: Job Summary Prepare and deliver clients’ plan participant data to the new recordkeeper and facilitate accurate plan asset transfers. Facilitate complete and...
Sales Consultant - DCIO (Central)Company: The Hartford
Description: plan advisors and recordkeepers
Work with the... and broker dealers.
Existing advisor, recordkeeper, and/or intermediary relationships.
Series 6 and 63...
Sales Consultant - DCIO (West Coast)Company: The Hartford
Description: plan advisors and recordkeepers
Work with the... and broker dealers.
Existing advisor, recordkeeper, and/or intermediary relationships.
Series 6 and 63...
Operations & Withdrawal Processing AssociateCompany: IRON Financial
Description: Obtain Investment Election forms, scan and forward to IRON Operations or recordkeeper as appropriate.
Monitor incoming Investment Elections for correct entry...
Manager, Retirement PlansCompany: CRP- Realogy Operations LLC
Description: and the file transmissions between payroll and recordkeepers /trustees. Ensure that contribution files are... between payroll and recordkeepers /trustees. Ensure...
Investment Analyst TreasuryCompany: Kaiser Permanente
Description: regional executives, medical group executives, key vendors such as custodians, recordkeepers and consultants. There will also be contact with internal auditors...
Senior Defined Contribution ConsultantCompany: MetLife
Description: on regulatory and compliance matters
• Primary interface with outside recordkeepers related to operational compliance issues, working closely with Strategic...
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