Associate Executive

Job Description

Title: Associate Executive

Company Name: FinSource Limited

Vacancy: 3

Job Location: Dhaka

Employment Status: Full-time

Educational Requirements:
∎ Bachelor of Business Administration (BBA) in Finance
∎ American International University Bangladesh,BRAC University,North South University,Independent University, Bangladesh,East West University students will get preference
∎ Skills Required: Ability to Work Under Pressure, Adaptability

Job Responsibilities:
∎ Responsible for the day-to-day administration for a group of retirement plans, including daily operation & record keeping.
∎ Accurately input payroll contribution files into the recordkeeping system. Collaborate with the relationship management team and Operations to troubleshoot instances where the contribution file does not match the deposit received.
∎ Responsible for processing participant withdrawal requests within defined IRS, DOL, and company guidelines.
∎ Perform quality control checks and enter participant enrollment forms into the recordkeeping system.
∎ Review and release checks and ACHs & Processes fees. An assists operations team with data cleanup projects and other duties as assigned.

Additional Requirements:
∎ Age 22 to 28 years
∎ Both males and females are allowed to apply
∎ Strong attention to detail and the ability to prioritize, manage tasks, and meet in connection with business operations, including retirement plan basic.
∎ Must have strong analytical and organizational skills and the ability to perform multiple work assignments.
∎ Experience in operating and understanding the functions of Relius software will be a plus.
∎ Require Intermediate working knowledge and accuracy of MS Excel, Word, and Outlook.
∎ Require excellent interpersonal, presentation, organizational, and communication (both written and oral) skills.
∎ Require strong analytical and problem-solving skills.
∎ Must be able to work independently with minimal supervision.
∎ Must be able to comprehend complex technical topics and specialized information.

Salary: Tk. 18000 - 20000 (Monthly)

Compensation & Other Benefits:
∎ Provident fund, Weekly 2 holidays, Insurance, Gratuity, Medical allowance, Performance bonus
∎ Lunch Facilities: Full Subsidize
∎ Salary Review: Yearly
∎ Festival Bonus: 2

Job Source: Bdjobs.com Online Job Posting.

Application Deadline: 16 Sep 2022

Company Information:
∎ 17 Aug 2022
∎ FinSource Limited
∎ Address : Corporate Office: Paragon House (3rd Floor), 5 Mohakhali Commercial Area, Dhaka -1212.
∎ Web : www.finsource.net
∎ Business : FinSource Limited is one of the growing US independent retirement service providers of Bangladesh. We are a FinTech company working as an offshore unit of a leading US Pension Plan TPA. We have an in-house software team working for development, upgrade & integration of third-party CRM systems, and other fintech solution used by the company.

Category: Accounting/Finance

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