pension associatesHartford, CT
Pension Consultant Trainee
Pension Consultant Trainee
Pension Consultant Trainee
pension associatesHartford, CT
2 days ago
Personal Financial AdvisorsCompensation, Benefits, and Job Analysis SpecialistsSecretaries and Administrative Assistants, Except Legal, Medical, and Executive
Pension FundsOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Junior
Location
Hartford, CT
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
2 days ago