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Record keeper skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical record keeper skills. We ranked the top skills for record keepers based on the percentage of resumes they appeared on. For example, 30.0% of record keeper resumes contained recordkeeping as a skill. Continue reading to find out what skills a record keeper needs to be successful in the workplace.

15 record keeper skills for your resume and career

1. Recordkeeping

Here's how record keepers use recordkeeping:

Administered recordkeeping of assigned defined contribution plans ranging in size from 130 to 5,600 participants.

2. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how record keepers use data entry:

Gather, register, and arrange the material for data entry/ typing pool.
Perform data entry duties as required for records keeping.

3. Retirement Plan

Here's how record keepers use retirement plan:

Processed mutual fund trades daily for various retirement plans including a stock plan.
Processed changes to participant's retirement plans, mutual funds, and other financial services.

4. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how record keepers use financial transactions:

Reviewed financial transactions and monitored budget to ensure efficient operation and ensured expenditures stayed within budget limitations.
Processed and maintained financial transactions and documents.

5. Bank Secrecy Act

Here's how record keepers use bank secrecy act:

Monitor for filling of currency transaction reports required for Bank Secrecy Act reporting.

6. IRS

IRS stands for internal revenue services. It helps many compliant taxpayers become conversant with the law regarding taxes; it ensures the minority who refuse to comply with paying taxes pay the required amount.

Here's how record keepers use irs:

Retrieved files, checked fingerprints with IR numbers, answered phone, and mail delivery.
Filed amendments and assisted with various audits from the IRS.

7. Discrimination Testing

Here's how record keepers use discrimination testing:

Assisted administrative staff with processing of 401(k) and 401(m) Non discrimination testing.
Gained some experience in non-discrimination testing and Form 5500.

8. Schedule Appointments

Here's how record keepers use schedule appointments:

Greet patients, verify insurances, handle payments if necessary, schedule appointments, and assist doctors.
Register, schedule appointments and procedures, verify Insurance forms.

9. Financial Reports

Here's how record keepers use financial reports:

Prepared and assembled the financial reports in accordance with set guidelines for inventory valued over $400,000.
Provided monthly financial reports to COMNAVSURFPAC.

10. Hippa

HIPAA, which stands for Health Insurance Portability and Accountability Act, is a United States federal statue created, enacted, and turned to law in 1996, which whose primary purposes were to modernise the healthcare systems in the United States, secure and generally enhance the management of that personal information of patients that was in the hands of healthcare facilities, such as hospitals and insurance companies, and to enable the providing of healthcare and insurance to more people.

Here's how record keepers use hippa:

Make sure that all HIPPA regulations are followed through.
Provide medical information to authorized individuals, law offices and government agencies following HIPPA regulations.

11. HIPAA

Here's how record keepers use hipaa:

Verified that all requests were HIPAA compliant.
Provided support to Programs by answering questions regarding authorizations, HIPAA and documentation issues, Performed other activities assigned by Supervisor.

12. PowerPoint

Here's how record keepers use powerpoint:

Developed and presented training PowerPoint's, resulting in the advancement of 12 junior personnel.
Prepare PowerPoint slides for corporate and department reports and presentations; assemble and distributed meeting materials to participants.

13. Computer System

Here's how record keepers use computer system:

Input data into computer system following basic company guidelines.
Input data such as file numbers, updated information codes into computer system database.

14. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how record keepers use financial statements:

Prepare month-end reports and financial statements for CPA.
Design and prepare financial statements for clients.

15. Plan Administration

Here's how record keepers use plan administration:

Supported the team with daily processing and plan administration.

What skills help Record Keepers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

List of record keeper skills to add to your resume

The most important skills for a record keeper resume and required skills for a record keeper to have include:

Recordkeeping
Data Entry
Retirement Plan
Financial Transactions
Bank Secrecy Act
IRS
Discrimination Testing

Schedule Appointments
Financial Reports
Hippa
HIPAA
PowerPoint
Computer System
Financial Statements

Plan Administration
Qdro
Computer Software
Meeting Minutes
Plan Provisions
FAA
Minimum Distributions

Updated January 8, 2025

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.

Updated January 8, 2025

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