FinSource Limited

FinSource Limited

Summary

Education

Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

Additional Requirements

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.

Serve as a resource to the company for matters related to US Wealth Management Advisor wing.
Use knowledge and experience to serve as a resource to internal associates.
Responsible for making sure all client payroll files are maintained and saved in the appropriate location directory at server.
Responsible for working on the quarterly statement and any other projects assigned by supervisor.
Maintain contact management systems with up-to-date key client information and communication with transition team on any missing information needed.
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Manager as applicable.
Reviews or Process, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4) deductibility, and 402(g) etc.
Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing.
Any new official projects/Tasks assigned by supervisor.
The Core Values of being an 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.
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.

Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity
Lunch Facilities: Full Subsidize
Salary Review: Yearly
Festival Bonus: 2

Work at office

Full Time

Dhaka, Dhaka (Mohakhali)

To apply for this job email your details to admin@chakricircular.com