Job Description
Title: Associate Executive Officer
Company Name: FinSource Limited
Vacancy: 10
Age: 22 to 28 years
Location: Dhaka, Dhaka (Mohakhali)
Salary: Tk. 28000 - 30000 (Monthly)
Published: 28 Dec 2024
Education:
∎ Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics
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 technical compliance, non-discrimination testing and record keeping.
∎ Reviews or Processes, 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 the plan sponsor to help ensure timely filing.
∎ Provides effective and timely verbal and written communications in a clear, concise and informative written manner.
∎ Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan.
∎ As applicable, work with teams to coordinate and oversee activities to ensure timely and accurate completion of plan valuation reports and government filings.
∎ Responsible for protecting, securing and handling all confidential data the company holds to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could harm 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.
∎ Any new official projects/Tasks assigned by the supervisor.
∎ Responsible for the day-to-day administration for a group of retirement plans, including technical compliance, non-discrimination testing and record keeping.
∎ Reviews or Processes, 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 the plan sponsor to help ensure timely filing.
∎ Provides effective and timely verbal and written communications in a clear, concise and informative written manner.
∎ Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan.
∎ As applicable, work with teams to coordinate and oversee activities to ensure timely and accurate completion of plan valuation reports and government filings.
∎ Responsible for protecting, securing and handling all confidential data the company holds to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could harm 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.
∎ Any new official projects/Tasks assigned by the supervisor.
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: 24 Jan 2025
Category: Accounting/Finance
