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.
Numbers & Facts
Location
Stamford, CT
Skills
ADPunmatched
Accountingunmatched
Actuarial Skillsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Develop and Maintain Customersunmatched
Establish Prioritiesunmatched
Fundingunmatched
Governmentunmatched
Investment Servicesunmatched
Operations Planningunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Time Managementunmatched
Writing Skillsunmatched
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