Compliance Associate (Retirement Industry)
Remote Employee PH
Date: 5 hours ago
City: Remote
Contract type: Full time
Remote
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 set up: Work from Home
Responsibilities
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 set up: Work from Home
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.
- 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.
- 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 is 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.
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