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Pension Consultant - Entry Level
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Pension Associates is a 3rd party administration firm located in Stamford, CT. We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services. Due to our continued growth, we are currently seeking an entry level Pension Consultant. This is a great opportunity to gain the valuable experience for new college graduate with interest in the pension industry.
Job Responsibilities:
- Maintain client and advisor relationships with a high client retention rate
- Maintain a caseload of about 100 small clients
- Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms
- Proactively communicate with clients and investment advisors about new industry developments
- Work with CPA, recordkeeper and advisor to ensure a great client experience
- Consult with clients regarding plan operation and design
- Manage and prioritize workload towards weekly goals in a results oriented team environment
- Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)
Qualifications:
- Recent college graduate with willingness to learn.
- Works well under pressure and deadline.
- Excellent written and verbal communication skills
- Excellent organizational skills and a high level of critical thinking
- Some accounting background would be helpful.
- Experience with MS Suite would be helpful.
- Position is 100% on-site - no remote work.
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