Retirement Valuation SME NA

Description

Principal Duties/Responsibilities

• 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
  
  

• 3 - 5 CT papers, at least four or more years of actuarial pension experience (any geography).
  
  

• 3+ years’ of experience in performing and checking core valuation work in a client-service
  
  

• Must have experience with funding valuations, accounting expense valuations and government
  
  

• Experience in checking and providing development feedback to analysts