Recordkeeper (Remote)

Location: Remote, United States; Atlanta, GA

Pay rate: $22–$27 per hour, W2 only

Company

hirify.global provides staffing and contract workforce services.

What you will do

• Provide administrative and client service support for complex defined contribution plan clients.
• Respond to information requests and resolve administrative or service issues.
• Process contributions, loans, withdrawals, earnings allocations, plan valuations, and required compliance tests.
• Format and load data, generate client reports, valuation reports, participant statements, and tax or compliance forms.
• Reconcile trust accounting and recordkeeping systems, including daily plan-to-trust balancing and adjustment analysis.
• Coordinate fund purchases and sales, participate in client meetings, and maintain trustee relationships.

Requirements

• Prior experience in recordkeeping or administrative support for defined contribution plans.
• Experience with trust accounting and plan reconciliation processes.
• Strong understanding of plan design, compliance testing, and valuation procedures.
• Proficiency in data formatting, data loading, and report generation.
• Strong analytical, problem-solving, communication, organizational, and customer service skills.
• Ability to prioritize work, make sound decisions in high-pressure situations, and collaborate effectively.

Culture & Benefits

• Remote work arrangement.
• Four-month contract with the possibility of extension and/or conversion to a full-time employee.
• W2 employment.
• Client-facing work involving collaboration with trustees, clients, and third-party fund companies.