Notice Details
- Position: Associate Executive Officer
- Organization: FinSource Limited
- Vacancy: 10
- Job Context: Serve as a resource to the company for matters related to US Qualified Retirement Plan processing, coverage and non-discrimination compliance, reconciliation, and governmental reporting. Use knowledge and experience to serve as a resource to internal associates.
- Job Responsibilities
- - Understand and analyze eligibility requirements, plan design options, and compliance requirements based on plan design.
- - Evaluate employee census data to determine if data requirements have been satisfied based on different plan designs, features, and client requests.
- - Process annual coverage and non-discrimination compliance testing including ADP/ACP, Top Heavy, deductibility tests.
- - Calculate employer contributions such as employer match or profit-sharing (non-elective) contributions.
- - Prepare and review Form 5500-EZ or 5500-SF and coordinate with plan sponsor or client service representative to complete filing.
- - Prepare and review Form 8955-SSA.
- - Provides timely and effective verbal and written communications in a clear, concise, and informative manner assists clients in meeting IRS and Department of Labor deadlines applicable to US qualified retirement plans.
- - Collaborate with other teams (internal or external) to coordinate activities
- - 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.
- - May assist with other projects and tasks.
- - The Core Values of being a pro-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.
- Educational Requirements:
- - Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics
- - The candidate must have good academic records & with a minimum CGPA- 3.40 at the Graduate level.
- - 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 and Benefits:
- 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
- ApplicationProcedure: https://docs.google.com/forms/d/e/1FAIpQLSeRO4ImwcEnErUIsOxwfsdiNC_kL26cO2NmsKb5-cHChMFSzA/viewform
- Application Deadline: November 15, 2023
