About this opportunity
Pension Associates Inc lists this Pension Consultant Trainee opportunity in stamford, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
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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Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.