The Role In this role you will perform recurring plan administration services and work assignments for clients' defined benefit plans under the supervision of senior analysts and will assist with project work and other ad hoc client support services as requested.
Responsibilities: Perform with guidance from other team members, routine and recurring plan administration tasks for clients' defined benefit plans (e.g., benefit calculations, retiree and death admin processing, annual data updates, assist with preparation of benefit statements) Work cooperatively with other team members (plan administrators, actuaries) to complete tasks and to ensure unified delivery of services Gain a thorough understanding of the plan design ( e.g., benefit formulas, options, eligibility) Follow and update documentation materials as directed Maintain complete and accurate work papers and audit trails Learn and use Professional Excellence tools and concepts to ensure efficient and quality output/service delivery Serve as a contact with clients' human resources personnel Adhere to plan documents and government regulations in administering plans Actively participate in team meetings and training activities Be accountable to team members for agreements and commitments Demonstrate the following Seek out experiences that may change perspective or provide an opportunity to learn new things Ability to prioritize workload with help from project leaders Ability to effectively deliver on agreed upon deadlines Attention to detail Professional, client-focused approach to colleagues and assignments
Qualifications: Solid mathematical, analytic and personal computer skills Working knowledge of Microsoft Excel and Word Strong oral and written communication skills Willing to work overtime as requested Bachelor's Degree required
THIRD PARTY AGENCIES, SUBCONTRACTORS, AND RECRUITERS NEED NOT APPLY. Applicants received from firms will not be considered. Subcontracting is not available for this position.
