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Recordkeeper & Customer Service Specialist

Heritage Pension Advisors, Inc.

in Remote / Commack NY / FL / Hybrid

Logo for Heritage Pension Advisors, Inc.

Heritage Pension Advisors, Inc. is seeking an experienced Recordkeeper and Customer Service Specialist to maintain its superior recordkeeping and customer service reputation known to the industry.  The successful candidate will be responsible for maintaining customer relationships by processing payrolls, distributions and loans while responding to and servicing client needs in a very timely manner.  The ideal candidate should have Schwab Retirement Technology (SRT) experience, strong attention to detail and exceptional customer service skills while working in a team environment. The candidate must also have excellent organizational, communication, and problem-solving skills given our ever-changing and expanding client base.

Job Description:   

  • Process all aspects of recordkeeping to include the processing of payrolls, distributions, loans, fund swaps, investment income, etc.
  • Answer client/participant phone calls and provide an extremely high level of responsiveness and assistance while at the same time effectively handling requests and needs. 
  • Ability to work with clients/participants to maintain its superior ability to process, assist and communicate the status of payroll and transactional processing.  Timely responsiveness is extremely important.
  • Reconcile cash and fund unit balances to match our Trust platforms.
  • Review and handle daily online participant request reporting.


  • 3+ years of experience in recordkeeping.  SRT experience a plus.
  • Highly motivated to respond to and process client/participants requests.
  • Solve complex problems with limited direct supervision.
  • Have strong attention to detail, organization, multi-tasking, and follow-up skills.
  • Work in a team environment and willingness to pitch in with a can-do attitude.
  • Proficiency with Microsoft Office.

We offer a flexible work schedule and a competitive compensation package.

How to Apply

To apply please e-mail your resume to Scott Mullady at

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