What are the responsibilities and job description for the Pension Consultant - Entry level position at Pension Associates Retirement Planning, LLC?
Job Details
Job Description
Job Description
Benefits:
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:
- 401(k)
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
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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