Associate Actuarial Analyst – Retirement & Investment
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Philadelphia • Pennsylvania • United States
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About the role
- Initiation of benefit calculations, including requests for election kits
- Data reconciliation
- Determination of minimum, maximum, and recommended annual plan contributions
- Preparation of actuarial communications related to IRS funding rules and regulations
- Preparation of accounting reports for plan and company financial statements
- Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
- Preparation of required DOL notices such as the Annual Funding Notice
- Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED
- Zero to two years of professional, pension experience
- Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
- Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
- Ability to travel as necessary
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefit calculationsdata reconciliationannual plan contributionsactuarial communicationsIRS funding rulesaccounting reportsgovernment filingsForm 5500PBGC premium determinationDOL notices
Soft Skills
initiativeleadership skillscustomer needs anticipationself-learninginterpersonal skillstime managementcommunication skillsadaptabilityinnovative thinkingproblem-solving
Certifications
High School DiplomaGED