Associate Executive

Job Description

Title: Associate Executive

Company Name: FinSource Limited

Vacancy: 02

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:
∎ Consultation on initial Plan Design
∎ Develop Benefit Analysis for the potential client to differentiate their present situation and future outcome (existing plan).
∎ Analyze sponsor's related/controlled group and formulate Joinder.
∎ For mapping/taking over an existing plan, we review and determine the sponsor's current plan's features and provide suggestions to fulfill their goals.
∎ Provide Summary Plan Description for participants and beneficiaries
∎ Create Amendments and Provide suggestions for making any changes anytime during a plan year, and
∎ Prepare Termination Amendments, if any sponsor/plan wants to leave a TPA or wants to close their business forever.

Additional Requirements:
∎ Age 22 to 29 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. 15000 - 20000 (Monthly)

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

Job Source: Bdjobs.com Online Job Posting.

Application Deadline: 14 Mar 2022

Company Information:
∎ 15 Feb 2022
∎ FinSource Limited
∎ Address : Corporate Office : House#6, Road#2/1 , Banani ,Dhaka -1213
∎ 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: Bank/Non-Bank Fin. Institution

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