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Retirement Valuation Role
4 weeks ago
Retirement Valuation SME (NA)
About the Perform detailed technical review of all work products.
- Projects include: annual funding and expense valuations for qualified, non-qualified and post retirement welfare plans, reconciling client data and assets, government forms and statements.
- Respond to queries from consultants with respect to plan provisions and valuation results and resolve/escalate any problems or issues
- Partner with the Team Leader on managing projects, training and supervision of junior associates
- Successfully manage own workload while proactively resolving conflicting priorities or other workload issues within the team.
- Develop a trusted advisor relationship with service center client teams through effective communication and efficient, quality execution of projects. Serve as a contact for the US office client team.
- Manage expectations and raise appropriate issues to internal and consulting office project managers.
- Contribute to the development of new tools and approaches
- Identify opportunities to enhance quality and/or improve processes to reduce costs
- Meet production hours as expected by the business
- Manage projects and leverage resources to produce quality deliverables on time and within budget
- Serve as a mentor and provide technical guidance to junior 3 - 5 CT papers, at least four or more years of actuarial pension experience (any 4+ years of experience in performing and checking core valuation work in a client-service oriented environment with large corporate defined benefit plans
- Must have experience with funding valuations, accounting expense valuations and government filings
- Experience in checking and providing development feedback to Full Time Post Graduates with 3 actuarial papers atleast
Key Skills - Actuarial valuation , Pension valuation ,retirement valuation , US valuation, CT paper, IFOA papers , US Gaap , Actuarial specialist ,actuarial consultant.
(ref:iimjobs.com)