Retirement Plan Recordkeeping Associate, (RSG)
The Retirement Plan Recordkeeping Associate at Confidential Client supports the Plan Accounting department by accurately processing retirement plan transactions, including contributions, distributions, and trade activities. This entry-level role involves detailed data management, participant support, and collaboration with internal teams to ensure compliance and smooth plan administration within a structured, process-driven environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a Confidential Client in the retirement services & financial services industry specializing in retirement plan administration and recordkeeping.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Client
Confidential Client is a tech-enabled retirement services platform focused on retirement plan administration, recordkeeping, payroll, and related HR solutions for small- to mid-sized employers. Their local operating team supports a portfolio of defined contribution and defined benefit plans and partners with financial sponsors to deliver accurate, compliant plan administration.
What You’ll Do
This entry-level operations role supports the Plan Accounting / Recordkeeping team. You will help ensure retirement plan transactions are processed accurately and on time, support participant inquiries, and assist with daily reconciliations and trade activity. The role is a solid launchpad for a career in retirement operations or financial services.
- Process retirement plan contributions and distributions per plan rules
- Manage enrollment forms, participant materials, and documentation
- Process fees and support recordkeeping uploads to vendor platforms
- Perform daily cash and fund reconciliations and complete trade processing
- Respond to participant inquiries and support the participant call center
- Sort, scan, and organize incoming plan documents and statements
- Identify discrepancies and coordinate resolution with internal teams
- Support cross-functional teams (operations, client service) and perform other duties as assigned
Work Location & Schedule
- This role is based in New Orleans, LA at the Confidential Client office.
- Candidates should expect to work fully in-person for an initial training period (approximately 6 months) with potential to move to a hybrid schedule thereafter.
- The team operates a flex-schedule model that allows some daily start/stop flexibility within core business hours.
Minimum Qualifications
- Bachelor’s degree OR equivalent work experience
- Strong attention to detail and ability to manage data accurately across multiple systems
- Excellent organizational and time-management skills; able to manage multiple onboarding projects
- Strong written and verbal communication; professional client-facing interaction
- Comfortable working in a process-driven environment with structured workflows
- Proficiency in Microsoft Office (especially Excel) and familiarity with internal systems or workflow platforms
- Ability to collaborate with cross-functional teams
Preferred Qualifications
- Experience with retirement plans, benefits administration, or financial services
- Prior work in professional services or operations support
- Comfort with technology and proven ability to learn new systems quickly
What We Offer
- Training and career growth opportunities in retirement services operations
- Flexible workplace policies and competitive paid time off
- Comprehensive benefits (health, dental, vision, life, disability) — specific plans vary by position
- Inclusive and supportive team culture with incentive programs and other perks
Keywords & Ideal Candidate
This role is a fit for an organized, detail-oriented multitasker who enjoys data work, reconciliation, and helping plan participants. Ideal candidates are eager to learn retirement plan recordkeeping processes and advance in an operations or client-service track.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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