Retirement Plan Processing Associate

Job title: Retirement Plan Processing Associate

Company: Remote Employee

Job description: Remote Employee BPO has a great opportunity for you!Role: Retirement Plan Processing Associate (Backend Ops | U.S. Account)Salary: Competitive Basic SalaryBenefits: 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 TimeWork Setup: Work from HomeJob 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.· Exposure to US-based retirement plans is a big plus [401(k), pensions, annuities.etc]· Familiarity with systems like Relias, DST, or similar distribution platforms.· 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.

HMO plus 2 Free Dependents
P1,500 Rice Allowance
Night Differential Pay
Government Mandated Benefits

Permanent WFH setup

Company Events

Equipment Provided

Expected salary:

Location: San Fernando City, Pampanga

Job date: Tue, 20 May 2025 22:43:55 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.pro) you saw this job posting.Thanks&Good Luck