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About the role
Key responsibilities & impact- High level review to ensure quality of client deliverables including research of pension law and regulations
- Responsible for ensuring service standards remain in alignment with expectations
- Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans
- Review, prepare and/or certify client projects and ensure accurate client deliverables including actuarial valuations and reports, benefit statements, plan documents, amendments and employee communications
- Work performed by other teams as necessary
- Answer technical questions posed by staff
- Research the Internal Revenue Code and other technical resources to resolve client issues
- Provide technical training for staff
- Provide back up to other teams as necessary
Requirements
What you’ll need- Bachelor’s degree in actuarial science, math or math related field
- Enrolled Actuary designation with 5 years industry experience
- Advanced understanding of pension law, plan documents, and IRS favorable determination letters
- Excellent technical/analytical skills
- Ability to research technical issues
- Ability to explain technical issues to all levels of associates
- Good verbal and written communication skills
- Demonstrated expertise with Microsoft Office, particularly Excel applications
- Demonstrated expertise with industry recognized pension valuation software
- Detail and accuracy oriented
- Good time management skills
- Team Player
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Employee assistance program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
actuarial valuationspension lawcomplianceresearchtechnical traininganalytical skillstime managementdetail orientationvaluation administrationIRS favorable determination letters
Soft Skills
communication skillsteam playerability to explain technical issuesservice standards alignmentexpertise in client deliverablesproblem-solvingcollaborationtechnical question resolutionaccuracy orientationadaptability
Certifications
Bachelor’s degree in actuarial scienceEnrolled Actuary designation
