Recordkeeping Team Manager - OmniPlus 7/2/2018

Aon Atlanta, GA

Atlanta, GA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Bachelors Degree


Job Family US-GA-Atlanta


Aon Is Looking For A Recordkeeping Team Manager

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Executive Benefits business group within Health and Benefits in Atlanta, GA or other U.S.-based Aon office locations. As a Recordkeeping Team Manager for OmniPus, you will report directly to the Director of Recordkeeping.

Your Impact As A Recordkeeping Team Manager

The Recordkeeping Team Manager OmniPlus is responsible for timely and accurate delivery of client deliverables for the Deferred Compensation Plan line of business within Executive Benefits.

Job Responsibilities:

* Management of Recordkeeping Service Team members

* Resolution of Recordkeeping Issues according to best practices and the custom needs of individual plans

* Coordinate assignment of plans

* Facilitate feedback from Recordkeeping on key issues and system development

* Best practices and documentation of recordkeeping processes

* Training of new Recordkeepers

* Recommend process improvements

* Responsible for Senior Recordkeeping functions on a group of plans. Responsibilities for this portion of role include:

* Provide applicable client reports and statements to the Client Services team

* Peer review and quality control appropriate recordkeeping tasks and processes.

* Updates plan setup as needed for plan and/or investment changes

* Maintain specific client assignments from an operational perspective as needed.

* Support other internal projects and activities on an as-needed basis.

* Coordinate with Client Service Team on all aspects of plan processing/reporting

* Coordinate with Product Support Team re: payroll and price automation, reporting, changes in Plan set-up

* Audit all processing of Junior Recordkeeper and approve release of reports to Client Service Team

* Process transactions for complicated plan and direct processing of complicated transactions

* Generate and review quarterly statements

* Manage enrollment process

* Training for new recordkeeping team members

* Work with Implementation of new plans

* Conversion out of plans

You Bring Knowledge and Expertise

Required Experience:

* 2+ years broader plan supervision

* Ability to creatively problem solve

* Ability to communicate complex information effectively in person and in writing

* Attention to detail

* Ability to multi-task, to react rapidly and concisely to changing priorities

Preferred Experience:

* 5+ years transactional experience in OMNI Plus environment

* Project Management experience


* Bachelor s degree in Business, Finance or Accounting or equivalent years of industry experience.

Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.


Aon plc (NYSE:Aon) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Company Size:
50,000+ Employees
Financial Services
Social Media:
200 East Randolph
Chicago, IL 60601

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