401K Retirement Specialist

1 week ago

Muntinlupa, Philippines EXL Full time

Overview

EXL Muntinlupa City, National Capital Region, Philippines

EXL Service, also known as Exlservice Holdings, is a global analytics and digital solutions company founded in 1999. The company specializes in providing consulting, digital transformation services, and business process management (BPM) outsourcing, serving industries such as insurance, healthcare, banking, and media.

Responsibilities

Using analytical, organizational and communication skills, this position is responsible for providing high level financial, plan and administrative analysis, preparation and review of client deliverables, while primarily managing all compliance related activities for defined contribution plans including census reconciliation, preparation of contribution and/or forfeiture allocations, non-discrimination testing, and required government filings.

Qualifications
  • Bachelor’s degree in a related field, or equivalent education and professional experience.
  • Minimum of 2 years’ experience in US retirement services, with strong knowledge of 401(k) plans, pension plans, and related retirement products.
  • Ability to work extended hours during any peak season.

Available to work on-site in Northgate, Alabang

What we offer
  • Competitive Pay & Rewards – salary packages designed to value your skills
  • Comprehensive HMO Coverage – for you and your dependents
  • Learning & Development – upskilling, certifications, and growth programs
  • Career Advancement – clear paths for promotion and mobility
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Customer Service
  • Industries
  • Outsourcing and Offshoring Consulting

Referrals increase your chances of interviewing at EXL by 2x

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