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Third Party Administrator Assistant
2 months ago
Location: 185 W. Chestnut Ave Monrovia CA 91016
About Us
TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 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.
Why Work at TransGlobal Pension Team
Our core values are Integrity, Commitment, Trust and Respect. We promote a healthy and positive work environment where team members have a sense of shared responsibility to meet expectations and deadlines.
You will learn from our Retirement Plan Director and Pension Plan Administrator with a decade of experience. You will be trained with knowledge and skills in how to service clients with various retirement benefits. An exceptional TPA Assistant may be promoted to a TPA Specialist while growing in the field of retirement planning.
Responsibilities
- Assist the Pension Plan Administrator on helping business clients with pension plan design and administration
- Collect census data from clients to determine eligibility and vesting schedule
- Monitor clients' 401(k) accounts on enrollment and termination processes
- Assist with maintaining up-to-date knowledge of ERISA laws and regulations on pension legislation
- Assist with other administrative duties and projects assigned by the Pension Plan Administrator
Qualifications
- Bilingual in English and Mandarin Chinese
- At least 3~5 years of relevant experience in pension plan setup
- Proficient in computer skills - MS Office: Excel, Word, Adobe: Acrobat
- Good verbal and written communication skills in English
- Good organizational skills, attention to detail, professional phone etiquette
- Active listening skills, patient, and a positive work attitude
Benefits
- Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouses and dependents.
- 401(k) plan with employer matching.
- PTO accrual begins on first day of employment, and increase every year until reaching a cap
- Paid holidays, paid jury duty, paid training.
- Starting salary ranging from $4,000 ~ $5,500/month, based on experience, with potential raises post-probation.
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Third Party Administrator Assistant
2 weeks ago
Monrovia, United States TransGlobal Full time $4,000 - $5,500Job DescriptionJob DescriptionLocation: 185 W. Chestnut Ave Monrovia CA 91016About UsTransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax...
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Monrovia, California, United States TransGlobal Full timeJob OverviewPosition: Third Party Administrator AssistantCompany Overview:TransGlobal is recognized as a leading insurance general agency in the United States, operating with a vast network of over 30 offices across the country. Our commitment lies in providing a comprehensive financial service platform that encompasses insurance, real estate, lending,...
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Monrovia, California, United States TransGlobal Full timeJob OverviewPosition: Third Party Administrator AssistantCompany OverviewTransGlobal is recognized as a leading insurance general agency in the United States, operating a vast network of offices across the country. Our mission is to provide a comprehensive financial service platform that encompasses insurance, real estate, lending, investment, retirement...
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