Job Description

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Responsibilities
Perform retirement calculations and transactions taking into consideration compliance requirements, client/legal documents and tax considerations.
Investigate and resolve calculation and transaction problems. Meet performance measurement standards to ensure calculations are timely and of high quality.
Provide positive informal leadership influence and support to all team members. Share knowledge, perhaps acting as a subject matter expert and be a mentor resource to internal business partners. Effectively communicate with internal business partners to resolve problems.
Report and communicate problems and work with appropriate technical and actuarial areas for resolution as needed. Identify and recommend the most effective system solutions, workflows and procedures for the maintenance and improvement of customer service.
Perform other job-related duties or special projects as required.
Min 2 Years of experience with Defined benefits manual calculation
Qualifications
Bachelor degree with a major in an analytical field required (such as but not limited to Math,
Actuarial Science, Statistics) . Strong
mathematical, technical and analytical skills along with keen attention to detail. Must have
strong decision making and organizational skills. Must have strong mentoring, interpersonal
and listening skills. Must be able to interpret plan/contract provisions and apply them to the
calculation being requested. Must be able to handle a heavy workload and ability to prioritize
with frequent interruptions. Must be a team player and a positive influence in a team
environment. Knowledge of spreadsheet and database or similar PC software packages, or
the ability to learn, is preferred. High integrity and discretion to ensure the confidentiality of
sensitive client data