US Retirement Account Specialist



Location: Mandaluyong City

Work Setup: Onsite

Shift: Permanent Night / Graveyard

Salary: Up to PHP 40,000 Basic + allowances upon regularization



Job Description:

Review, update, maintain, and service client/plan accounts in compliance with industry policies and regulations

Handle inbound calls regarding client accounts and compliance-related inquiries

Scrutinize and validate information in various plan agreements

Maintain accurate records and documentation to ensure timely completion of requests

Provide guidance on operational processes, policies, and timelines

Assist in identifying outdated or ineffective procedures and recommend improvements

Support department productivity through participation in meetings, training, and development activities

Prepare and maintain weekly statistical reports

Perform general clerical duties such as faxing, f...