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Pension Consultant Trainee
Pension Consultant TraineePension Associates Inc • Stamford, CT, US
Pension Consultant Trainee

Pension Consultant Trainee

Pension Associates Inc • Stamford, CT, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Free food & snacks
  • Health insurance
  • Home office stipend
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Profit sharing
  • Training & development
  • Vision insurance

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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Pension Consultant Trainee • Stamford, CT, US

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