The Actuarial Associate will play a role in managing client relationships while also handling basic administrative tasks and routine projects.
The candidate will provide employee retirement benefit services to clients under the guidance of senior actuaries.
- Assist in preparation of recurring basic actuarial valuation and compliance work for qualified retirement plans of assigned clients, including:
- actuarial funding valuations
- accounting valuations
- government form preparation
- Assist in the preparation and presentation of materials for clients.
- Provide analysis and assistance on special projects.
- Provide input to actuary and/or consultant on appropriate steps to complete required work.
- Work with the consultant to understand how his or her work fits into the overall project.
- Assist the consultant with the billing process for assigned clients
- Assist the consultant with managing the client relationship, including attendance at meetings
- Take initiative to improve processes involved with assigned clients and disseminate information and ideas to responsible consultant and staff.
- Provide proper notification of significant issues that should be brought to attention of the responsible Actuary or Senior Consulting Actuary.
- Three years of relevant benefits experience required, five or more years preferred
- Minimum preferred credentials: Working towards becoming an Enrolled Actuary (EA) and ASA. Plan to become an FSA is a plus
- Bachelor’s degree (Master’s degree is a plus)
- Minimum of two actuarial exam (more than two is a plus)
- Strong technical skills, previous IRS funding valuations, (calculations required under PPA, funding, and accounting rules preferred), preparing government forms, valuation data preparation, etc.