Associate Executive Officer

Job Description

Title: Associate Executive Officer

Company Name: FinSource Limited

Vacancy: --

Age: 22 to 28 years

Job Location: Dhaka, Dhaka (Mohakhali)

Salary: Tk. 28000 - 30000 (Monthly)

Experience:

Published: 2024-08-31

Application Deadline: 2024-09-29

Education:

• Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

• 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.

• Serve as a resource to the company for matters related to US Wealth Management Advisor wing.

• Use knowledge and experience to serve as a resource to internal associates. 

• Responsible for making sure all client payroll files are maintained and saved in the appropriate location directory at server.   

• Responsible for working on the quarterly statement and any other projects assigned by supervisor.

• Maintain contact management systems with up-to-date key client information and communication with transition team on any missing information needed.

• Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Manager as applicable.

• Reviews or Process, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4) deductibility, and 402(g) etc.

• Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing.

• Any new official projects/Tasks assigned by supervisor.

• 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.

• 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.

• Medical allowance,Performance bonus,Provident fund,Weekly 2 holidays,Insurance,Gratuity
• Lunch Facilities: Full Subsidize
• Salary Review: Yearly
• Festival Bonus: 2