Job Description
Title: Associate Executive Officer
Company Name: FinSource Limited
Vacancy: --
Age: 22 to 28 years
Location: Dhaka, Dhaka (Mohakhali)
Salary: Tk. 28000 - 30000 (Monthly)
Published: 21 Apr 2025
Education:
∎ Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics, Bachelor of Business Administration (BBA) in Accounting
Requirements:
Additional Requirements:
∎ Age 22 to 28 years
∎ 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.
Responsibilities & Context:
∎ 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 & process fees. Assists operations team with data cleanup projects and other duties as assigned.
∎ As applicable, work with teams to coordinate and oversee activities that will ensure the timely and accurate completion of plan valuation reports and government filings.
∎ 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.
∎ The Core Values of being an active employee, Quality First and Reliability should always be visible in your actions on a day-to-day basis, showing your support of our organizational culture.
∎ 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 & process fees. Assists operations team with data cleanup projects and other duties as assigned.
∎ As applicable, work with teams to coordinate and oversee activities that will ensure the timely and accurate completion of plan valuation reports and government filings.
∎ 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.
∎ The Core Values of being an active employee, Quality First and Reliability should always be visible in your actions on a day-to-day basis, showing your support of our organizational culture.
Compensation & Other Benefits:
∎ Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity
∎ Lunch Facilities: Full Subsidize
∎ Salary Review: Yearly
∎ Festival Bonus: 2
Workplace:
∎ Work at office
Employment Status: Full Time
Job Location: Dhaka, Dhaka (Mohakhali)
Read Before Apply: Huge opportunity to work for USA Retirement plan industry and to develop your Professional career in a healthy, secure and cooperative environment.
Company Information:
∎ FinSource Limited
∎ Corporate Office: Paragon House (3rd Floor), 5 Mohakhali Commercial Area, Dhaka -1212.
∎ 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.
Address::
∎ Corporate Office: Paragon House (3rd Floor), 5 Mohakhali Commercial Area, Dhaka -1212.
∎ 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.
Application Deadline: 14 May 2025
Category: Accounting/Finance
