Job Description
Title: Associate Executive Officer
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- 3.00 at the Graduate level.
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 check and enter participant enrollment forms into the recordkeeping system.
∎ Review and release checks and ACHs & Processes 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 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 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. 23000 - 25000 (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: 31 Dec 2023
Company Information:
∎ 12 Dec 2023
∎ 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: Accounting/Finance
: Huge opportunity to work for USA Retirement plan industry and to develop your Professional career in a healthy, secure and cooperative environment.
