Job Description

Job Description

Job Description

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

1. Assist the Pension Plan Administrator on helping business clients with pension plan design and administration
2. Collect census data from clients to determine eligibility and vesting schedule
3. Monitor clients' 401(k) accounts on enrollment and termination processes
4. Assist with maintaining up-to-date knowledge of ERISA laws and regulations on pension legislation
5. Assist with other administrative duties and projects assigned by the Pension Plan Administrator

Qualifications

1. Bilingual in English and Mandarin Chinese
2. At least 3~5 years of relevant experience in pension plan setup is preferred
3. Proficient in computer skills - MS Office: Excel, Word, Adobe: Acrobat
4. Good verbal and written communication skills in English
5. Attention to detail, good time management, and strong collaboration skills
6. Active listening skills, patient, focused, and a positive work attitude

Benefits for Full-Time Employee

• Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouses and dependents.
• 401(k) plan with employer matching.
• 6 days Paid Sick Leave per year, available to use after 3 months of employment.
• 10 days PTO in the first year, available after 3 months, and increase based on anniversary until reaching a cap.
• Paid holidays, paid jury duty, paid training.
• Start from $23.08 ~ $31.73/hour ($4,000 ~ $5,500/month) based on experience, potential raises post-probation

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