Company

Transglobal/Transpacific Financial Inc.See more

addressAddressCalifornia, United States
type Form of workFull-Time
CategoryEducation/Training

Job description

Job Description

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

· Comprehensive health insurance (covering medical, dental, vision, and HSA) for employees, spouses, and dependents.

· 401(k) plan 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 range $3,500 ~ $4,200/month depend on experience, with potential increases post-probation

Company Description
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 25 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Visit our website: TransGlobalUS.com.
Refer code: 9285771. Transglobal/Transpacific Financial Inc. - The previous day - 2024-05-19 18:57

Transglobal/Transpacific Financial Inc.

California, United States
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