FinSource Limited

Requirements

Additional Requirements

• Age 22 to 28 years

• 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.

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Responsibilities & Context

• Responsible for the day-to-day administration for a group of retirement plans, including daily operation & record keeping.

• Accurately input payroll contribution files into the recordkeeping system. Collaborate with the relationship management team and Operations to troubleshoot instances where the contribution file does not match the deposit received.

• Responsible for processing participant withdrawal requests within defined IRS, DOL and company guidelines.

• Perform quality control checks and enter participant enrollment forms into the recordkeeping system.

• Review and release checks and ACHs & process fees. Assists operations team with data cleanup projects and other duties as assigned. 

• As applicable, work with teams to coordinate and oversee activities that will ensure the timely and accurate completion of plan valuation reports and government filings. 

• 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. 

• The Core Values of being an active employee, Quality First and Reliability should always be visible in your actions on a day-to-day basis, showing your support of our organizational culture.

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