Job Summary: Works in teams with other actuaries to deliver actuarial and financial modeling services to our clients.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Drafts 5500’s for retirement plans and trust accounting
- Reviews and interprets retirement plan documents
- Analyzes client data and supports design of terms and structures of transactions
- Conducts benefit calculations for pension plans
- Manages and performs pension actuarial calculations
- Works closely with asset custodians to ensure that distributions occur
- Trains Actuarial Analysts
- Performs special actuarial projects as assigned
- Works under pressure, multi-tasks, prioritizes and works effectively in a fast-paced, demanding team environment
- Effectively collaborates with colleagues, seeks/openly conveys/shares information, initiates action, and adapts to change
- Focuses on learning in everyday activities and events
- Regular, reliable, and punctual attendance
Required Education, Experience and Certificates, Licenses, Registrations
- Bachelor’s degree required in relevant discipline
- 3+ years of relevant work experience
- Strong mathematical solving skills
- Working knowledge of ProVal software or comparable
- Working knowledge of ASC, Datair or Relius software
Preferred (but not required) education or skills for this role are
- Industry designations / licenses
Competencies
- Avid Learner
- Analytical
- Detail Oriented
- Verbal and Written Communication Skills
- Flexibility
- Problem Solver
- Hard-Working
- Integrity
- Personable
- Personal Credibility
- Team Player
- Organizational and planning
- Adaptable
- Lifelong learner
- Collaboration
TRAVEL: Up to 5%
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Top Skills
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
