Offer summary

Qualifications:

Undergraduate degree from a 4-year college required, preferably in Accounting/Finance, Business Administration, Economics, or Math., Proven experience in the retirement industry as a Compliance Associate, particularly with 401(k) programs., Meticulous attention to detail and exceptional written, oral, and interpersonal skills in English., Proficient in Microsoft Office, with intermediate Excel skills preferred..

Key responsibilities:

Collaborate with the compliance team to manage plan administration for clients.

Utilize compliance software for IRS-mandated testing of defined contribution plans.

Assist in preparing tax returns, plan documents, amendments, and other client filings.

Explain plan designs to clients and address their questions to ensure understanding.

Job description

Remote Employee BPO has a great opportunity for you!

Role: Compliance Associate (Retirement Industry)

Salary: Competitive Basic Salary

Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance, Night Differential.

Shift schedule: 5-day work week, 8:30 p.m. to 5:30 a.m. Philippine Time

Work Setup: Work from Home

Job Duties and Responsibilities:

· Work with other members of the compliance team to handle plan administration for our clients.

· Utilize our compliance software to perform IRS-mandated testing for defined contribution plans.

· Assist in preparing tax returns, plan documents and amendments, as well as other filings, on behalf of our clients.

· Effectively explain plan designs and address questions to ensure our clients fully understand their individualized plans.

· Other administrative projects as needed.

Job Qualifications:

· Undergraduate degree from a 4-year college required.

· Candidates with a degree in Accounting/Finance, Business Administration, Economics, Math or similar fields are encouraged to apply.

· Meticulous attention to detail.

· Proven experience in the retirement industry, specifically as a Compliance Associate.

· Should have a strong background working with 401(k) programs, including processing various documentation such as Form 5500, conducting IRS-mandated testing for defined contribution plans, and preparing tax returns, plan documents, amendments, and other related filings.

· Exceptional written, oral, and interpersonal skills and the ability to effectively interface with clients. (English language required.)

· Proficient in the Microsoft Office suite. Intermediate Excel skills are preferred.

· Desire to function as part of a team with the ability to self-motivate to meet client demands.

· Ability to handle multiple assignments simultaneously and meet deadlines in a fast-paced environment.

Required profile