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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing actuarial projects, performing valuations, and ensuring compliance with relevant laws and regulations. Proficient in utilizing valuation software and MS Office Suite while providing consulting advice and collaborating with diverse teams.
Highest-signal resume keywords
Actuarial Project ManagementIRS Forms and PBGC FilingsValuation Software ProficiencyEnrolled Actuary (EA) PursuitCompliance Standards Tracking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Actuarial ValuationsCensus Data ReconciliationFinancial Statement ExaminationCoverage and Nondiscrimination TestingPension Calculation ProceduresActuarial Studies PreparationBenefit Statement PreparationProblem-Solving SkillsBusiness Analysis SkillsAttention to Detail
Soft Skills
Leadership SkillsNetworkingCollaborationConflict ResolutionTeam Responsibility
Tools & Technologies
MS Office SuiteValuation SoftwareConcurSkype
Certifications & Qualifications
High School Diploma or GEDEnrolled Actuary (EA) Pursuit
Industry Keywords
Actuarial PrinciplesPension PlansRetirement StrategyCompliance StandardsProfessional Standards
About the role
Key responsibilities & impact- Manage annual actuarial projects for DB and DB/DC combination plans
- Gather, reconcile, quality-control, and import census data into valuation software
- Examine and verify retirement trust financial statements and compute actuarial value of assets
- Run actuarial valuations and summarize results for review
- File IRS Forms and PBGC filings
- Prepare valuation funding reports, actuarial studies, and benefit statements
- Perform coverage and nondiscrimination testing
- Lead client meetings to identify needs, clarify expectations, set retirement strategy and goals, and deliver consulting advice
- Track and meet compliance standards
- Assist with special actuarial projects
- Review client invoices for completeness and accuracy
- Interpret plan documents
- Provide pension-plan and calculation-procedure expertise to the Benefits Administration Team
- Apply pension, actuarial, legislative, and accounting principles
- Pursue actuarial or ASPPA examinations
- Review peer technical workflow
- Perform additional assigned responsibilities
Requirements
What you’ll need- High School Diploma or GED
- At least six years of actuarial or outsourcing pension experience
- Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work requiring initiative and leadership skills
- Working towards Enrolled Actuary (EA)
- Ability to contract with and influence organizational leaders; networking, collaboration, and sharing of ideas and successes
- Strong problem-solving and business analysis skills
- Ability to prioritize multiple simultaneous assignments and manage critical deadlines with extraordinary attention to detail
- Ability to work effectively with people from diverse backgrounds
- Ability to address conflicts and develop effective solutions
- Ability to accept responsibility as a team member
- Ability to travel as necessary
Benefits
Comp & perks- Opportunities for personal and professional growth
- Hybrid work arrangement
