Careers at Masis Staffing Solutions

Lead Recordkeeper

Job ID:107878

Not Ready

Important Notice About the Application Process

This position offers use of our AI screening tool as part of the initial candidate review. While completing the AI screening is optional, please note:

  • Candidates who complete the AI screening are reviewed first—daily.
  • We strongly encourage you to complete it promptly to ensure early consideration (first come, first served).
  • Expect to receive a prompt from our AI screener shortly after applying.

The AI screener helps us streamline the Candidate intake process, but rest assured—you’ll still work directly with a Masis recruiter throughout the rest of your hiring journey.

We’re hiring a REMOTE Lead Recordkeeper to provide high-level administrative support and transaction processing for large/complex defined contribution retirement plans. This role supports client plan administration, transaction processing, trust reconciliation, reporting, and client communications.


Key Responsibilities

  • Provide service and administrative support to large/complex defined contribution plan clients
  • Respond to client requests for information and resolve administrative/service issues
  • Process plan transactions including contributions, loans, withdrawals, and earnings allocations
  • Format, load, and validate data files
  • Perform and analyze required plan testing (e.g., discrimination testing) and plan design issues
  • Request and interpret data; present results and recovery recommendations to clients
  • Reconcile trust accounting/recordkeeping systems at the plan level
  • Balance plan assets to trust balances (daily balancing, adjustment analysis, reconciliation reporting)
  • Coordinate omnibus fund purchases and sales with third-party fund companies
  • Produce client deliverables (valuation reports, participant statements, investment performance reports)
  • File required tax and compliance forms
  • Participate in client meetings and/or conference calls; maintain trustee relationships
  • Consult on plan design, trust reconciliation, payroll consultation, and related services

Qualifications

  • Experience supporting defined contribution retirement plans and/or recordkeeping operations strongly preferred
  • Strong transaction processing, reconciliation, and analytical skills
  • High attention to detail, deadline-driven, and comfortable working with complex data

MFT#3

Masis Staffing is committed to providing a workplace free of discrimination, harassment, and retaliation. We are an equal opportunity employer. Applicants, employees, and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation or transgender status), national origin, age (40 or older), veteran status, disability and genetic information (including family medical history).

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