Explore Career Opportunities at FinSource

Join the team

FinSource represents a world of opportunities and challenges to the employees. This is a performance-driven organization which believes that performance comes from belongingness and ownership and we always reward the performers in all aspects.

Current Vacancies

No Vacancies Available Right Now.

Previous Vacancies

Trainee Executive - Plan Compliance

Deadline: June 21, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to US Qualified Retirement Plan processing, coverage and non-discrimination compliance, reconciliation, and governmental reporting. Use knowledge and experience to serve as a resource to internal associates.

    • Understand and analyze eligibility requirements, plan design options, and compliance requirements based on plan design.

    • Evaluate employee census data to determine if data requirements have been satisfied based on different plan designs, features, and client requests.

    • Process annual coverage and non-discrimination compliance testing including ADP/ACP, Top Heavy, deductibility tests.

    • Calculate employer contributions such as employer match or profit-sharing (non-elective) contributions.

    • Prepare and review Form 5500-EZ or 5500-SF and coordinate with plan sponsor or client service representative to complete filing.

    • Prepare and review Form 8955-SSA.

    • Provides timely and effective verbal and written communications in a clear, concise, and informative manner assists clients in meeting IRS and Department of Labor deadlines applicable to US qualified retirement plans.

    • Collaborate with other teams (internal or external) to coordinate activities

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    • May assist with other projects and tasks.

    • The Core Values of being a pro-active employee, Quality First, and Reliability always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Assisted Payroll

Deadline: June 21, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to Retirement Plan Recordkeeping, plan Administration Payroll file process & other related Client communication. Use experience and knowledge to serve as a resource to internal associates.

    • Responsible to extract payroll info from the provider's report, manipulate and upload to Recordkeeping System.

    • Understand and perform 401k plan compliance testing, Tax calculation, Audit Reconciliation.

    • QC DVC files before uploading it to the system to ensure accuracy.

    • Responsible to work on SSN correction and census upload to the retirement plan.

    • Responsible to prepare instruction procedure for new client's payroll files.

    • Responsible to check and count assigned plans' payroll file on daily basis.

    • Following up with the clients if the scheduled files are not provided in time.

    • Responsible to make sure all client payroll files are maintained and saved in the appropriate location directory at server.

    • Responsible to work on the quarterly statement and any other projects assigned by supervisor.

    • Provides effective and timely verbal and written communications in a clear, concise and informative written manner.

    • As applicable, work with teams to coordinate and oversee activities that will ensure timely and accurate completion of conversion process.

    • Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Manager as applicable.

    • The Core Values of being an active employee, Quality First and Reliability always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Operations

Deadline: June 21, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to US Qualified Retirement Plan processing, coverage and non-discrimination compliance, reconciliation, and governmental reporting. Use knowledge and experience to serve as a resource to internal associates.

    • Responsible for the day-to-day administration for a group of retirement plans, including daily operation & record keeping.

    • Accurately input payroll contribution files into the recordkeeping system.

    • Collaborate with the relationship management team and Operations to troubleshoot instances where the contribution file does not match the deposit received.

    • Responsible for processing participant withdrawal requests within defined IRS, DOL and company guidelines.

    • Perform quality control check and enter participant enrollment forms into the recordkeeping system.

    • Review and release checks and ACHs & Processes fees. Assists operations team with data cleanup projects and other duties as assigned.

    • As applicable, work with teams to coordinate and oversee activities that will ensure timely and accurate completion of plan valuation reports and government filings.

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Operations

Deadline: February 15, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to US Qualified Retirement Plan processing, coverage and non-discrimination compliance, reconciliation, and governmental reporting. Use knowledge and experience to serve as a resource to internal associates.

    • Responsible for the day-to-day administration for a group of retirement plans, including daily operation & record keeping.

    • Accurately input payroll contribution files into the recordkeeping system.

    • Collaborate with the relationship management team and Operations to troubleshoot instances where the contribution file does not match the deposit received.

    • Responsible for processing participant withdrawal requests within defined IRS, DOL and company guidelines.

    • Perform quality control check and enter participant enrollment forms into the recordkeeping system.

    • Review and release checks and ACHs & Processes fees. Assists operations team with data cleanup projects and other duties as assigned.

    • As applicable, work with teams to coordinate and oversee activities that will ensure timely and accurate completion of plan valuation reports and government filings.

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Wealth Management

Deadline: February 15, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to US Wealth Management Advisor wing. Use knowledge and experience to serve as a resource to internal associates.

    • Ensure the onboarding process is completed in a timely manner

    • Collect appropriate documentation to set up new accounts in Salesforce and Orion.

    • Maintain contact management systems with up-to-date key client information and communication with transition team on any missing information needed.

    • Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Manager as applicable.

    • Any new official projects/Tasks assigned by supervisor

    • The Core Values of being an active employee, Quality First and Reliability always should be visible in your actions on a day to day basis showing your support of our organizational culture.

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Plan Compliance

Deadline: February 15, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to US Qualified Retirement Plan processing, coverage and non-discrimination compliance, reconciliation, and governmental reporting. Use knowledge and experience to serve as a resource to internal associates.

    • Understand and analyze eligibility requirements, plan design options, and compliance requirements based on plan design.

    • Evaluate employee census data to determine if data requirements have been satisfied based on different plan designs, features, and client requests.

    • Process annual coverage and non-discrimination compliance testing including ADP/ACP, Top Heavy, deductibility tests.

    • Calculate employer contributions such as employer match or profit-sharing (non-elective) contributions.

    • Prepare and review Form 5500-EZ or 5500-SF and coordinate with plan sponsor or client service representative to complete filing.

    • Prepare and review Form 8955-SSA.

    • Provides timely and effective verbal and written communications in a clear, concise, and informative manner assists clients in meeting IRS and Department of Labor deadlines applicable to US qualified retirement plans.

    • Collaborate with other teams (internal or external) to coordinate activities

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    • May assist with other projects and tasks.

    • The Core Values of being a pro-active employee, Quality First, and Reliability always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Assisted Payroll

Deadline: February 15, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to Retirement Plan Recordkeeping, plan Administration Payroll file process & other related Client communication. Use experience and knowledge to serve as a resource to internal associates.

    • Responsible to extract payroll info from the provider's report, manipulate and upload to Recordkeeping System.

    • Understand and perform 401k plan compliance testing, Tax calculation, Audit Reconciliation.

    • QC DVC files before uploading it to the system to ensure accuracy.

    • Responsible to work on SSN correction and census upload to the retirement plan.

    • Responsible to prepare instruction procedure for new client's payroll files.

    • Responsible to check and count assigned plans' payroll file on daily basis.

    • Following up with the clients if the scheduled files are not provided in time.

    • Responsible to make sure all client payroll files are maintained and saved in the appropriate location directory at server.

    • Responsible to work on the quarterly statement and any other projects assigned by supervisor.

    • Provides effective and timely verbal and written communications in a clear, concise and informative written manner.

    • As applicable, work with teams to coordinate and oversee activities that will ensure timely and accurate completion of conversion process.

    • Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Manager as applicable.

    • The Core Values of being an active employee, Quality First and Reliability always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Trainee Executive - Transition Services

Deadline: February 15, 2024

  • Responsibilities & Context

    • Serve as a resource to the company for matters related to Retirement Plan Setup, Conversion file process & other related maintenance. Use experience and knowledge to serve as a resource to internal associates.

    • Responsible to support on conversion process in order to ensure initial trade & system configuration for new recordkeeping clients.

    • Update and Review new plan provision setup in Recordkeeping System.

    • Work on cash reconciliation and other day to day maintenance assign by the supervisor.

    • Provides effective and timely verbal and written communications in a clear, concise, and informative written manner.

    • As applicable, work with teams to coordinate and oversee activities that will ensure timely and accurate completion of conversion process.

    • Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.

    • The Core Values of being an active employee, Quality First and Reliability always should be visible in your actions on a day to day basis showing your support of our organizational culture.

    Academic Requirements

    • Bachelor of Business Administration (BBA) in Finance, Accounting, Statistics, Economics

    Additional Requirements

    • Age 22 to 27 years

    • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related qualified retirement plan compliance matters

    • Must have strong analytical and organizational skills and the ability to perform multiple work assignments.

    • Must have Basic computer literacy including MS Word, Excel, Outlook function & operation.

    • Must have excellent interpersonal and communication (both written and oral) skills.

    • Ability to work independently with minimal supervision.

    Compensation & Other Benefits

    • Salary: Tk. 23000 - 25000 (Monthly)

    • Medical allowance, Performance bonus, Provident fund, Weekly 2 holidays, Insurance, Gratuity

    • Lunch Facilities: Full Subsidize

    • Salary Review: Yearly

    • Festival Bonus: 2

Learn About Employee Experiences at FinSource

  • “FinSource is more than a workplace to me”

    Amir Hossain

    Wealth Management Team

  • “FinSource is my office where I work for happiness.”

    Radia Masood

    Compliance Team

  • “FinSource Limited – as a company, lovely place for working which ensures a Supportive, collaborative, caring, and Friendly environment to feel like a family. For me Second Home.”

    Hamim Uddin

    Compliance Team

  • “Life is so happening here at FinSource. I love the degree of control and freedom within my job.”

    Mahmudul Hasan

    Compliance Team

  • "FinSource is a place where I feel good, secure and safe; where everything I do matter and I want to work even more to make up for all the care and attitude I am receiving from the company."

    Jannatul Ferdous

    Compliance Team

  • "FinSource is a platform for self-motivated and talented people who enjoy working in a cultured and friendly environment."

    Proma Debnath

    Compliance Team

  • FinSource sets the best example of a positive work environment which promotes employee safety, growth and goal attainment."

    Promy Chowdhury

    Wealth Management Team

  • "When You stop chasing the wrong things, the right ones catch you. FinSource is the right thing of my life right at this moment"

    Rezwanur Rahman

    Wealth Management Team

  • "Best workplace ever. Super Friendly working environment along with positive vibes around. FinSource think and care about the wellbeing of employees. Colleagues are like a family member. "

    Newaz Khafid Titas

    Plan Document Team

  • "FinSource is the place where you may want to enjoy your time with beautiful colleagues and wonderful mentors in a healthy working environment."

    Rifat Anwar

    Software Development Team

  • "FinSource is a place of happiness with a friendly environment and a good vibe. I am glad to work here."

    Leakot Hossain

    Plan Document Team

  • "At FinSource I love what I do."

    Kazi Nurul Karim

    Plan Document Team

  • "FinSource provided me an excellent working environment and some amazing, supportive colleagues. The whole support system of this organization is no less than a family."

    Nafisa Tabassum

    Plan Document Team

  • "I have always dreamt to be a part of a multinational company. This is the place where I can unlock my future with extensive training. I cherish my experience with the trainers as I enjoy every moment of the training session. I am glad to receive the opportunity to work with co-operative and supportive team with excellent working environment."

    Sumona Sharmin Snigdha

    Plan Document Team