Philippines Job Openings
Doxa7 Solutions, Inc.
Account Processor (Financial Services account)
FULL TIME
September 19, 2024
Our Account Processor I will support small business owners and our team of plan administrators with obtaining information necessary to complete the annual testing requirements for 401(k) plans. A large part of this role is reviewing documents submitted by the clients and communicating with clients when more information is necessary. Collaborate with the plan administration and compliance teams to ensure annual 5500 filings are completed in a timely manner.
WORK SCHEDULE: 7:00 AM – 4:00 PM Pacific Daylight Time (10:00 PM – 7:00 AM Philippine Local Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS:
- Work with clients to obtain the necessary information to prepare annual reporting
- Review documents submitted by clients for completeness and accuracy
- Navigate large volumes of work with autonomy while also collaborating within your team and department to ensure an excellent client experience
- Work with partner financial institutions/custodians to help facilitate client filings and retrieve client data
- Send and receive documents via email with clients
- Send outgoing emails to clients during the plan year reporting process
- Be goal-driven and have the desire to exceed defined role expectations
- Develop a basic understanding of retirement plans, specifically 401(k) Plans
- Contribute to department and team projects
- Perform other duties as required
- A Bachelor’s degree in the related field preferred
- Knowledge of retirement plans is an advantage
- Experience in the financial sector is an advantage
- Experience in handling successful client relationships
- Solid background in customer service
- Experience in data entry
- Experience with multiple computer programs and systems
- Meticulous with attention to detail
- Excellent verbal and written communication skills
- Has a proactive approach to problem-solving
- Proven reliability in the workplace
- Has an incredibly high level of patience
- Motivated and has a positive attitude and a strong desire to succeed
- Can demonstrate evidence of being a true team player
- Ability to function in an autonomous environment—independent worker, self-directed
- Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen
Benefits:
- Work from home
- 8 hour shift
- Monday to Friday
- Night shift
- 13th month salary
- Customer service: 1 year (Preferred)
- Account Processor I: 2 years (Preferred)
New Job Alerts
Northpoint Development Bank
Bank Compliance Staff
General Mariano Alvarez
FULL TIME
November 6, 2024
View Job Description
DICE205 Digital Corporation
Creatives Intern
Makati City
PART TIME
November 6, 2024
View Job Description
AboitizPower
Corporate Planning and Business Performance Specialist
Taguig
FULL TIME
November 6, 2024
View Job DescriptionTomo Coffee Inc
Barista & Cashier - Greenhills
Manila
FULL TIME
November 6, 2024
View Job DescriptionElevatione Time Stops Ph Inc
Service Crew
Makati City
FULL TIME
November 6, 2024
View Job DescriptionLooking for similar job?
Sanshen Philippines
Accounting Manager (Restaurant Work Experience)
Makati City
FULL TIME
August 31, 2024
View Job DescriptionPhilippine school of Business Administration
Accounting Assistant
Quezon City
FULL TIME
August 31, 2024
View Job DescriptionDean and Deluca Philippines
Accounting Assistant (Accounts Payable)
Taguig
FULL TIME
August 30, 2024
View Job DescriptionSapient CSR - Philippines
Fresh Graduate | Social Media Account Specialist - Weekends Off
Marikina City
FULL TIME
August 30, 2024
View Job DescriptionSee What’s New: Doxa7 Solutions, Inc. Job Opportunities
Doxa7 Solutions, Inc.
Analytics Engineer (SQL, AWS Redshift and DBT , Python, NoSQL experience)
Manila
FULL TIME
October 24, 2024
View Job Description
Doxa7 Solutions, Inc.
Lead Generation Specialist (Appointment setter experience)
Manila
FULL TIME
October 17, 2024
View Job Description
Doxa7 Solutions, Inc.
US Accounts Payable (Work from home)
Manila
FULL TIME
October 17, 2024
View Job Description
Doxa7 Solutions, Inc.
AU Tax Accountant (Certified Accountant or Certified Public Accountant)
Manila
FULL TIME
October 17, 2024
View Job Description
Doxa7 Solutions, Inc.
Project Coordinator (sales and marketing, HubSpot and Monday.com experience )
Manila
FULL TIME
October 14, 2024
View Job DescriptionNew Job Alerts
Northpoint Development Bank
Bank Compliance Staff
General Mariano Alvarez
FULL TIME
November 6, 2024
View Job Description
DICE205 Digital Corporation
Creatives Intern
Makati City
PART TIME
November 6, 2024
View Job Description
AboitizPower
Corporate Planning and Business Performance Specialist
Taguig
FULL TIME
November 6, 2024
View Job DescriptionTomo Coffee Inc
Barista & Cashier - Greenhills
Manila
FULL TIME
November 6, 2024
View Job DescriptionElevatione Time Stops Ph Inc
Service Crew
Makati City
FULL TIME
November 6, 2024
View Job Description