Pension Associates Inc
Pension Consultant Trainee
Full Time • Stamford
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.
Compensation: $51,000.00 - $54,000.00 per year
(if you already have a resume on Indeed)