The Actuarial Analyst is responsible for supporting consultants and actuaries by completing client projects and valuations, and by participating in any presentations and communication of client projects. The role involves working closely with actuaries and consultants to assist with client projects, preparing annual asset reconciliations, and participating in client service planning meetings.
Requirements
- Work closely with actuaries and consultants to assist with client projects
- Responsible for the timely and accurate collection, entry, verification, and management of data to be used for actuarial processing
- Prepare annual asset reconciliations
- Participate in client service planning meetings
- Prepare initial drafts of actuarial reports for review, including Remarks
- Prepare communication materials for transmitting reports
- Complete required work involved in the documentation and proper government filing of client materials (Form 5500, PBGC, 8955-SSA, etc.)
- Prepare individual employee pension statements and individual benefit calculations
- Assist with monitoring and staff reporting of regulatory due dates
- Participate in the presentation and communication of client projects as requested
- Assist with billing by inputting billable time with necessary details
- Partake in training programs to develop a better understanding of retirement and actuarial concepts
- Adhere to established fee budget
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage