Description

The candidate will work with seasoned Pension Consultants to provide comprehensive administrative and consulting services to our clients.

Responsibilities

The candidate will be responsible for supporting our Pension Consultants while gaining experience in all aspects of retirement plan administration, including:

• Assisting with consultants on their daily administrative routine
• Checking retirement plan transactions for correctness and compliance
• Checking plan statements
• Conducting special projects and tasks
• Determination of eligibility for plan loans and distributions
• Speaking with clients and their employees regarding their retirement accounts

Qualifications

• Majors in in mathematics, economics, finance, business or computer science
• Excellent quantitative skills
• Excellent computer skills
• Excellent communication skills

Applicant Characteristics

The applicant must be an excellent communicator. You must enjoy working in a fast-paced environment while acquiring new skills, and applying those skills to the process of providing outstanding advice and services to our clients.