Tech Stack
Job Description, Responsibilities & Requirements
About the Position
Job ID R.0058227
Primary location
City of Taguig, Metro Manila
Date posted 04/23/2026
Worker type Regular
Workplace flexibility Onsite
At Empower, our vision is to empower financial freedom for all. We are a financial services company dedicated to helping individuals and organizations understand their financial landscape. We offer a flexible work environment, fluid career paths, and celebrate internal mobility. Our inclusive and welcoming environment encourages our associates to volunteer for causes they care about.
Responsibilities
- Review plan submission materials including the plan set up checklist, loan provision policy, and other materials for the implementation of standard LMNG plans.
- Quality check fund/money type/disbursement mapping.
- Submit requests to various functional teams across the organization to ensure timely and accurate plan set up, including loans, recoveries, SDB, managed accounts, tech support, and systems.
- Analyze participant data files, identifying data anomalies or missing data elements needed to provide standard and custom plan services. Work with clients and prior record-keepers to resolve data issues.
- Propose resolution to participant data conditions in consultation with internal operational teams to ensure administration of plan provisions and service requirements.
- Document agreed-upon procedures.
- Coordinate participant data load either through the implementation team or through systems teams as needed.
- Quality check participant data before and after moving to production.
- Coordinate the allocation of assets and required prenotes as needed for each mapping strategy.
- Provide plan reconciliation for client approval.
- Monitor the progress of the plan set up and communicate to internal teams.
- Assist with cross-training staff.
- Other duties or projects as appropriate.
Requirements
- Bachelor's degree in business or related field preferred.
- Prior experience and understanding of various IRS codes; 401(k), 401(a), 403(b), 457, etc. preferred; 3-5 years.
- FINRA fingerprinting required.
- Implementation or related work experience.
- Strong knowledge of EXCEL is required.
- Strong knowledge of internal record-keeping systems required.
- Strong knowledge of all IRS codes; 457, 401(k), 403(b), 401(a), etc. required.
- Proficient knowledge of plan document provisions relative to current recordkeeping system capabilities is preferred.
- Excellent written and verbal communication skills.
- Strong analytical skills and attention to detail required.
- Excellent time management.
- Resolves most questions and problems and refers only the most complex issues to higher levels.
- Coordinates plan and participant setup to prevent risk of loss due to errors.
- Cross-functional collaboration with conversion consultants, quality assurance, sales, technical support, systems, UAT test, legal, investments, marketing, and the operational teams.
- External contact with clients and prior record-keepers.
- Professional office environment and regular use of office equipment such as computers, phones, fax, and copy machines.
- While performing the duties of this job, this role is regularly required to type, sit for long periods of time, read, verbally communicate, present information and respond to questions, collect and analyze data, prepare reports, problem solve, and concentrate.
We Offer
- Competitive salary
- Flexible work environment
- Fluid career paths
- Opportunities for internal mobility
- Inclusive and welcoming work environment
- Professional development opportunities
About the Company
Like our name says, we empower financial freedom for all. We’re a financial services company who helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they’re headed.
Join Our Team
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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