SME Pension Valuation
9 hours ago
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 associates
Qualifications:
- 3 - 5 CT papers, at least four or more years of actuarial pension experience (any geography).
Experience:
- 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 analysts
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