Associate Executive
Job Description
Title: Associate Executive
Company Name: FinSource Limited
Vacancy: 5
Job Location: Dhaka
Employment Status: Full-time
Educational Requirements:
∎ Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics
∎ The candidate must have good academic records & with a minimum CGPA- 3.50 at the Graduate level.
∎ Independent University, Bangladesh,East West University,BRAC University,United International University,Bangladesh University of Professionals students will get preference
Job Responsibilities:
∎ Understand and analyze eligibility requirements, plan design options, and compliance requirements based on plan design.
∎ Evaluate employee census data to determine if data requirements have been satisfied based on different plan designs, features, and client requests.
∎ Process annual coverage and non-discrimination compliance testing including ADP/ACP, Top Heavy, deductibility tests.
∎ Calculate employer contributions such as employer match or profit-sharing (non-elective) contributions.
∎ Prepare and review Form 5500-EZ or 5500-SF and coordinate with plan sponsor or client service representative to complete filing.
∎ Prepare and review Form 8955-SSA.
∎ Provides timely and effective verbal and written communications in a clear, concise, and informative manner assists clients in meeting IRS and Department of Labor deadlines applicable to US qualified retirement plans.
∎ Collaborate with other teams (internal or external) to coordinate activities
∎ Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.
∎ May assist with other projects and tasks.
∎ The Core Values of being a pro-active employee, Quality First, and Reliability always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Additional Requirements:
∎ Age 22 to 27 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 related qualified retirement plan compliance matters
∎ Must have strong analytical and organizational skills and the ability to perform multiple work assignments.
∎ Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.
∎ Must have excellent interpersonal and communication (both written and oral) skills.
∎ Ability to work independently with minimal supervision.
Salary: Tk. 18000 - 20000 (Monthly)
Compensation & Other Benefits:
∎ Medical allowance, Performance bonus, 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: 7 Jul 2022
Company Information:
∎ 13 Jun 2022
∎ FinSource Limited
∎ Address : Corporate Office: Paragon House (3rd Floor), 5 Mohakhali Commercial Area, Dhaka -1212.
∎ 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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