Chinese Bilingual Pension Plan Tpa Assistant

Location: 185 W. Chestnut Ave Monrovia CA 91016

About Us

TransGlobal is a leader in the financial industry and provides a unique platform of integrated business solutions for business owners, including Payroll, Tax Services, Commercial Insurance, Employee Benefits, and Retirement. With over 25 branch offices and a dedicated team of industry experts, we are a fast-growing company.

Website: https://www.transglobalus.com

Responsibilities

1.   Assist the TPA on helping business clients with Pension Plan design and administration

2.   Collect census data from clients to determine eligibility and vesting schedule

3.   Monitor clients’ 401(k) accounts on enrollment and termination processes

4.   Assist the TPA on maintaining up-to-date knowledge of ERISA laws and regulations on pension legislation

5.   Assist with other administrative duties and projects assigned by the TPA

Qualifications

1)    Bilingual in English and Mandarin Chinese

2)    At least 3~5 years of relevant experience in Pension Plan setup

3)    Proficient in computer skills – MS Office: Excel, Word, Adobe: Acrobat

4)    Good verbal and written communication skills in English

5)    Good organizational skills, attention to detail, professional phone etiquette

Benefits

·    Health insurance (medical/dental/vision/HSA) covering spouse and dependents

·    401(k) with employer matching

·    Paid sick leave (6 days), paid personal leave (6 days)

·    Paid vacation (accrued based on years of employment)

·    Paid holidays, paid jury duty, paid training

·    Starting base salary $3,000 ~ $3,900/month depend on experience and location, will raise if pass probation