Senior Recordkeeper (Retirement Plans)

Location: Work from home in Massachusetts, United States

Salary: $43,320–$54,150 USD annual base salary, plus potential incentive opportunities.

Company

hirify.global provides financial services focused on helping individuals and communities achieve better financial futures.

What you will do

• Support administration and client service for large and complex defined contribution retirement plans.
• Process plan valuation transactions, including contributions, loans, withdrawals, earnings allocations, and data loads.
• Analyze plan data, perform discrimination testing and plan design analysis, and recommend corrective actions.
• Reconcile trust accounting, recordkeeping systems, and plan balances through daily balancing and transaction reviews.
• Prepare client deliverables, including valuation reports, participant statements, investment performance reports, and tax and compliance filings.
• Train and mentor recordkeepers while supporting client meetings, trustee relationships, payroll activities, and special projects.

Requirements

• High school diploma or GED required; a bachelor's degree is preferred. A high school diploma or GED plus two years of experience may substitute for a bachelor's degree.
• At least three years of client service experience.
• Project management, organizational, analytical, problem-solving, written communication, and verbal communication skills.
• Ability to manage multiple priorities, adapt to changing circumstances, and meet deadlines.
• Leadership, coaching, and mentoring capabilities.
• Experience with defined contribution retirement plans, trust reconciliation, retirement plan administration, payroll processes, or plan sponsors and trustees is preferred.

Nice to have

• Bachelor's degree.
• Experience working directly with third-party providers.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6%.
• Employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Twenty days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time per calendar year.
• Focus on customer service, critical thinking, collaboration, business acumen, learning agility, automation, and AI-supported process improvement.