Our Company

At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.

What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

The Role

We’re seeking an Account Processor. This role is designed for a detail-oriented professional with strong customer service skills who enjoys working with clients, reviewing documentation, and ensuring accuracy throughout financial processes.

You’ll play a key role in supporting small business owners and our Plan Administration and Compliance teams by gathering and reviewing information required for annual 401(k) plan testing and reporting, while ensuring an outstanding client experience.

Location: Must be in Colombia – Remote.

Environment: Colombian and International Teams.

Language: Advanced English (B2+ - C1).

Timezone: Monday to Friday – 7:00 AM to 4:00 PM PST.

Contract: Non-fixed Term Colombian Contract.

Salary: COP $3'100.000 - COP 3'500.000

Requirements

Education: Bachelor's degree preferred or equivalent professional experience.

Experience:



Previous experience in customer service is required;

experience in the financial services industry is preferred.

Skills: Excellent verbal and written communication, strong attention to detail, data entry, Microsoft Excel proficiency, ability to manage multiple systems, document review, and problem-solving skills.

Characteristics: Self-motivated, organized, patient, reliable, collaborative, proactive, detail-oriented, and able to work independently in a fast-paced environment.

Responsibilities

Work with clients to obtain necessary information to prepare annual reporting

Review document submitted by clients for completeness and accuracy

Navigate large volume of work with autonomy while also collaborating within your team and department to ensure excellent client experience

Work with partner financial institutions/custodians to help facilitate client filings and retrieve client data

Send and receive documents via email with clients

Send outgoing emails to clients during the plan year reporting process

Complete data entry for plans with investment management accounts using excel

Be goal driven and desire to exceed defined role expectations

Develop a basic understanding of retirement plans, specifically 401(k) Plans

Additional Functions

Contributing to department and team projects

Performs other duties as required

📌 Account Processor (Colombia)
🏢 DOXA Talent
📍 Colombia