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Compliance Associate (Retirement Industry)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Undergraduate degree from a 4-year college required., Degree in Accounting/Finance, Business Administration, Economics, Math preferred., Meticulous attention to detail., Exceptional written and oral communication skills., Proficient in Microsoft Office; Intermediate Excel preferred..

Key responsabilities:

  • Handle plan administration for clients with compliance team.
  • Utilize compliance software for IRS mandated testing.
  • Prepare tax returns, plan documents, and other filings.
  • Explain plan designs and address client questions.
  • Assist with other administrative projects as needed.
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Remote Employee PH Human Resources, Staffing & Recruiting Scaleup https://www.remoteemployee.ph/
201 - 500 Employees
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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 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.



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.

· 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.



Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
EnglishEnglish
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented
  • Social Skills
  • Time Management
  • Self-Motivation
  • Organizational Skills
  • Microsoft Office
  • Non-Verbal Communication
  • Teamwork
  • Plan Execution

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