Hybrid Associate Actuarial Analyst – Retirement & Investment

at CBIZ

• Job title: Associate Actuarial Analyst – Retirement & Investment
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Associate Actuarial Analyst focused on pensions and benefits calculations at CBIZ Inc. Involved in data reconciliation and actuarial communications for pension plans and compliance.

Responsibilities

• Initiation of benefit calculations, including requests for election kits
• Data reconciliation
• Determination of minimum, maximum, and recommended annual plan contributions
• Preparation of actuarial communications related to IRS funding rules and regulations
• Preparation of accounting reports for plan and company financial statements
• Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
• Preparation of required DOL notices such as the Annual Funding Notice
• Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
• Additional responsibilities as assigned

Requirements

• High School Diploma or GED
• Zero to two years of professional, pension experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental 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 that requires initiative and leadership skills
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development