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. REMOTE -

Customer Service/Record Keeper Contract Opportunity Summary:

Provides service and administrative support to largest/most complex defined contribution plan clients. Responds to client requests for information. Resolves client administrative or service problems. Ensures that all transactions are processed according to the company's and the client's standards. Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations. Formats and loads data. Performs and analyzes tests required for defined contribution plans and plan design issues i.e. discrimination testing. Requests and interprets data, presents results to clients, and makes recovery recommendations. Reconciles trust accounting/recordkeeping system on a plan level. Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. Coordinates omnibus fund purchases and sales with third-party fund companies. Formats and produces client reports. Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms. Participates in client meetings and/or conference calls. Maintains trustee relationships. Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients. Demonstrated leadership and training skills. Ability to work independently or in a team. Strong oral and written communication skills. Ability to handle multiple priorities. Attention to detail and document review is critical for this role. 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). #MFT2

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