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 35 years of relevant experience in pension plan setup is preferred
Proficient in computer skills – MS Office: Excel, Word, Adobe: Acrobat
Good verbal and written communication skills in English
Attention to detail, good time management, and strong collaboration skills
Active listening skills, patient, focused, 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.
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.
Starting salary ranging from $4,000 $5,500/month, based on experience, with potential raises post-probation.
