Post job

Record keeper job description

Updated March 14, 2024
10 min read
Find better candidates in less time
Post a job on Zippia and take the best from over 7 million monthly job seekers.

Example record keeper requirements on a job description

Record keeper requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in record keeper job postings.
Sample record keeper requirements
  • Bachelor's Degree in Business Administration or related field
  • At least 2 years of experience in record keeping
  • Focused attention to detail
  • Knowledge of office procedures and record keeping systems
  • Proficient with computer systems and applications
Sample required record keeper soft skills
  • Excellent organizational and communication skills
  • Ability to work independently and prioritize tasks
  • Strong problem-solving and analytical skills
  • Ability to maintain confidentiality and exercise discretion
  • Ability to work collaboratively with other departments

Record keeper job description example 1

Voya Financial record keeper job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home or allows work to be performed in any of our major office locations with a hybrid schedule.

Profile Summary:

Provides service and administrative support to our largest/most complex defined contribution plan clients.

Profile Description:
Respond to client requests for information.Resolve client administrative or service problems.Ensure that all transactions are processed according to the company's and the client's standards. Process transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations. Format and load data.Perform and analyze tests required for defined contribution plans and plan design issues i.e. discrimination testing. Request and interpret data, presents results to clients, and makes recovery recommendations.Reconcile trust accounting/recordkeeping system on a plan level.Reconcile plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. Coordinate omnibus fund purchases and sales with third-party fund companies.Format and produce client reports. Produce valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.Participate in client meetings and/or conference calls. Maintain trustee relationships. Discuss plan design issues, trust reconciliation issues, payroll consultation, and other services with clients. Other duties as assigned.

Knowledge & Experience:
Bachelor's degree or equivalent2+ years defined contribution client service experience Proficient in MS Office and ExcelProject management skills Excellent written and verbal communication skills Ability to handle multiple priorities Strong leadership abilities

Colorado Residents Only: The salary range for Colorado residents is $45,100 to $62,020. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to the base salary, Voya offers incentive opportunities based on each role to reward achievement of annual performance objectives. A list of additional benefits can be found on our job posting and also on our Voya career page. All benefits are subject to eligibility requirements.

#LI-CW1
#LI-REMOTE

Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable AccommodationsWe are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.Misuse of Voya's name in fraud schemes
jobs
Post a job for free, promote it for a fee

Record keeper job description example 2

Raba Kistner record keeper job description

Job Details
Job Location: Georgia I-285 - Decatur, GA
Position Type: Full Time
Salary Range: Undisclosed
Travel Percentage: Negligible
Under general supervision, keeps construction project records and processes related paperwork in compliance with established Quality Control and Quality Assurance Plan/Procedures.
Employee shall have the following minimum duties and responsibilities:
Verify content, format, and completeness of records.
File, maintain, and organize project reports.
Monitor material testing requirements and assists in the coordination of test schedules.
Prepares related correspondence and reports.
Keeps equipment service records and schedules maintenance and equipment repairs.
Orders supplies and equipment as needed.
Assists with audits of company records and processes.
The safe utilization, storage and maintenance of all documents and tools.
Contact assigned direct report for priorities and deadlines for assigned tasks.
Update of Direct Report on progress and delays on every task or assignment.
Safe usage and maintenance of company vehicle including use within company policy.
Carry out assigned duties in accordance with established procedures
Meet directed priorities and deadlines.
Maintenance of certifications at the time of employment or obtained during employment.
Light lifting and carrying (less than 15lbs.) to transport files and supplies.
Position may require protracted or irregular hours. Flexibility to work irregular hours is necessary due to client needs. Work responsibilities may require out of town travel to Raba Kistner offices, client offices and project locations.
Perform other duties as assigned.
Employees shall possess the following minimum qualifications:
High School diploma or GED certification. A person in this position generally, but not necessarily has a minimum of 3 years progressively responsible experience in construction recordkeeping experience in a professional fast-paced environment. College education, technical training, and/or related experience may be substituted for experience on a year per year basis.
Considerable knowledge of:
Reading and interpreting schematics, plans, diagrams, maps and blueprints.
Personal Computers and applicable software.
Working Knowledge of:
Specifications and requirements.
Material testing procedures.
Construction project document auditing techniques.
Construction project administration policies and procedures.
Some Knowledge of:
Algebra, geometry, and trigonometry.
Ability to:
Communicate effectively orally and in writing to communicate problems, status of work, daily reports, etc.
Prepare and maintain records, files, and reports.
Read and interpret schematics, plans, diagrams, maps and blueprints.
Maintain effective working relationships with internal and external personnel.
Follow verbal and written instructions.
Exercise initiative and independent judgment.
Prepare and maintain records, files and/or reports.
Perform engineering calculations.
Interact with clients.
Required to:
Present a professional appearance to best represent the firm.
Must pass a drug test prior to employment and will be subject to post-accident, random, and reasonable cause testing during employment.
Comply with all attendance requirements as noted in most current edition of the Employee Handbook.
Shall possess a valid drivers license within the applicable jurisdiction and meet firms auto insurability requirements.
Skill in:
The uses of calculators.
The use of personal computers and applicable software (Work, Excel, & Outlook).
This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. Key responsibilities and essential functions are intended to describe those functions that are essential to the performance of this position.
This position description does not state or imply that the above are the only duties and responsibilities assigned to this position. Employees holding this position will be required to perform any other position-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.
An Equal Opportunity Employer including Disability/VeteransPDN-970808ce-a479-4b20-9841-9a8065627ec5
jobs
Dealing with hard-to-fill positions? Let us help.

Record keeper job description example 3

HNTB record keeper job description

What We're Looking For


Administers the document lifecycle for engineering and construction documents. Reviews all documentation submitted from inspectors. Names files accordingly and stores and sends to TxDOT. Keeps track of quantities and alerts the PM of any potential issues. Currently potential for part time work with capability to be full time.

Primary Focus Will Include:
  • Reviewing DWR's & Payments in SiteManager
  • Tracking Testing Deficiences
  • Reviewing Contractor Payrolls
  • Reviewing Contractor Subcontracts & Approvals
  • Generating TxDOT Monthly Estimates
  • Must be proficient in SiteManager, DMS, LCPTracker

Preferred Qualifications and Skills:
  • CDT (Construction Document Technician) or PMP (Project Management Professional)

*IND


What You'll Need


Essential Responsibilities:
  • Defines normal standards and workflows for document management as well as administers the collection, authorization, publication, storage and retrieval of documents.
  • Administers the document lifecycle (authors, approves, publishes, revises, retires, archives) engineering and construction documents and other business policies and procedures.
  • Prepares electronic document templates. Scans documents, updates procedures and creates documents as required.
  • Maintains the master electronic project files. Prepares records for inactive storage according to the Records Retention Schedule. Copies and scans documents as needed to perform distribution and storage duties.
  • Manages document processes and systems to ensure control and availability of documentation to site personnel.
  • May provide training to project personnel regarding document control and/or project management system use and procedures.
  • Reviews new and revised documentation for suitability and conformance to HNTB and client standards, including record retention.
  • Performs and/or supports regular audits of document control processes and procedures.
  • May provide training on documentation and record retention policies, records destruction, disaster recovery, procedures and instructions to site personnel.
  • Performs other duties as assigned.

Minimum Qualifications:
  • Bachelor's degree in Engineering, Architecture, Construction Management, or Business
  • 4 years related experience
  • In lieu of education, 8 years project controls and/or technical administrative support experience


Additional Information


Click here for benefits information: HNTB Total Rewards

Click here to learn more about EOE including disability and vet

Visa sponsorship is not available for this position.

#AL

Locations:

Dallas, TX, Fort Worth, TX, Plano, TX (Granite Parkway)

NOTICE TO THIRD-PARTY AGENCIES:

HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.


Job Type:
Regular


Full/Part Time:
Part time


Job Category:
Project Controls Group


ReqID:
R-11445
jobs
Start connecting with qualified job seekers

Resources for employers posting record keeper jobs

Average cost of hiring
Recruitment statistics
How to write a job description
Examples of work conditions

Record keeper job description FAQs

Ready to start hiring?

Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.