Account Supervisor

RSD Human Resource Management Consultancy; Pasay; On-site; PHP 670,000 - 1,004,000; Full time

Benefits offered by this job

Performance Bonus

Health Insurance

Job Training

Job Training

Performance Bonus

Incentives

Job summary

A human resource consultancy in Pasay is seeking a Team Leader – Retirement Services to manage a team responsible for retirement account administration and pension processing. The ideal candidate should have 3–6 years of experience in retirement services, strong supervisory skills, and a Bachelor's degree in a related field. This full-time position requires knowledge of retirement products and compliance with regulatory standards. The role offers a performance bonus and other benefits.

Qualifications

• 3–6 years of experience in retirement services or benefits processing.
• Minimum 1–2 years in a supervisory role.
• Strong understanding of retirement products.
• Strong understanding of retirement products (401(k), pension plans, provident funds, IRA, etc.).
• Knowledge of regulatory frameworks applicable to retirement services.
• Proficiency in MS Excel and operational reporting.

Responsibilities

• Supervise and manage team operations for retirement accounts.
• Ensure compliance with regulatory and internal guidelines.
• Monitor daily productivity and quality scores.
• Review complex or high-risk transactions before final approval.
• Handle escalations from clients, plan sponsors, and internal stakeholders.
• Conduct regular team meetings, performance reviews, and coaching sessions.
• Maintain and track KPIs such as TAT, accuracy rate, error rate, and client satisfaction.
• Coordinate with Compliance, Risk, Finance, and Client Relationship teams.
• Support audits (internal/external) and ensure documentation readiness.
• Identify process improvement opportunities and drive automation initiatives.

Skills

Supervisory skills

Knowledge of retirement products

Proficiency in MS Excel

MS Excel

Operational reporting

Education

Bachelor’s degree in Commerce, Finance, Business Administration or related field

Tools

MS Excel

Job description

RSD Human Resource Management Consultancy

Negotiable

On-site - Pasay 3-5 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Performance Bonus, Incentives

Government Mandated Benefits

Health Insurance, Life Insurance, HMO

Professional Development

Job Training

Job Summary

The Team Leader – Retirement Services is responsible for managing a team handling retirement account administration, pension processing, and related financial transactions. The role ensures accurate processing, compliance with regulatory requirements, SLA adherence, and high-quality client service delivery.

Key Responsibilities

• Supervise and manage a team handling retirement account operations (enrollments, contributions, distributions, transfers, loan processing, beneficiary updates).
• Ensure accuracy and compliance with regulatory and internal guidelines.
• Monitor daily productivity, quality scores, and SLA adherence.
• Review complex or high-risk transactions before final approval.
• Handle escalations from clients, plan sponsors, and internal stakeholders.
• Conduct regular team meetings, performance reviews, and coaching sessions.
• Maintain and track KPIs such as TAT, accuracy rate, error rate, and client satisfaction.
• Coordinate with Compliance, Risk, Finance, and Client Relationship teams.
• Support audits (internal/external) and ensure documentation readiness.
• Identify process improvement opportunities and drive automation initiatives.

Required Qualifications

• Bachelor’s degree in Commerce, Finance, Business Administration, or related field.
• 3–6 years of experience in retirement services, pension administration, financial services, or benefits processing.
• Minimum 1–2 years in a supervisory or SME/Acting TL role preferred.
• Strong understanding of retirement products (401(k), pension plans, provident funds, IRA, etc.).
• Knowledge of regulatory frameworks applicable to retirement services.
• Proficiency in MS Excel and operational reporting.