Job Summary
Published On : Apr 22, 2025
No. of Vacancies : Not Specific
Job Type :
Full Time
Job Level :
Age : 22 to 28 years
Location : Dhaka, Dhaka (Mohakhali)
Salary Range:
Tk. 28000 - 30000 (Monthly)
Application Deadline : May 14, 2025
Associate Executive Officer
FinSource Limited
No. of Vacancies
Not Specific
Job Description / Responsibility
- 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.
Educational Requirements
- Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics, Bachelor of Business Administration (BBA) in Accounting
Additional Job 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.
Location
Dhaka, Dhaka (Mohakhali)
Salary Range
Tk. 28000 - 30000 (Monthly)
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.bd Online Job Posting
Application Deadline : May 14, 2025
Company Information
Company Name:
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.
