Account Processor

Location: Philippines

Work Arrangement: Work from home / Hybird

Work Hours: 8AM – 5PM PST, follows Philippine holidays

The Role:

Our Account Processors support small business owners and our team of Plan Administrators with obtaining information necessary to complete the annual testing requirements for 401(k) plans. A large part of this role is reviewing documents submitted by our clients and communicating with clients when more information is necessary. Collaborate with our Plan Administration and Compliance teams to ensure annual 5500 filings are completed in a timely manner. 

Essential Functions:

  • Work with clients to obtain necessary information to prepare annual reporting
  • Review document submitted by clients for completeness and accuracy
  • Ability to navigate large volume of work with autonomy while also collaborating within your team and department to ensure excellent client experience
  • Work with partner financial institutions/custodians to help facilitate client filings and retrieve client data
  • Send and receive documents via email with clients
  • Send outgoing emails to clients during the plan year reporting process
  • Be goal driven and desire to exceed defined role expectations
  • Develop a basic understanding of retirement plans, specifically 401(k) Plans


  • Must be 18 years of age
  • Solid customer service background
  • Meticulous attention to detail
  • At ease working with multiple computer programs and systems
  • Excellent verbal and written communication skills
  • Evidence of being a true team player
  • A positive attitude, heavy on motivation
  • Experience in the financial sector preferred
  • Real-life examples of successful client relationships
  • A proactive approach to problem solving
  • Proven reliability in the workplace
  • A strong desire to succeed
  • An incredibly high level of patience
  • Excellent grasp of all Microsoft 365 applications
  • Excellent verbal and written communication skills
  • Aptitude in data management, analytics and reporting preparation
  • Ability to function in an autonomous environment—independent worker, self-directed
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