Retirement Actuarial Analyst

NACBA; Calgary; Hybrid; CAD 70,000 - 95,000; Full time

Job summary

Mercer is seeking a Retirement Actuarial Analyst for our Calgary office. This hybrid role requires in-office presence at least three days a week and offers collaboration on retirement and investment solutions to enhance client and employee financial security.

The candidate will prepare benefit statements, interpret plan documents, file regulatory forms, and support actuarial valuations while engaging with senior team members on client requests.

Qualifications

• Bachelor's degree in Mathematics, Actuarial Science, Statistics, Economics, Finance or related field.
• Pension-related or actuarial work experience is preferable.
• One or more Society Of Actuaries professional exams is an asset.
• Proficiency in Microsoft Excel.
• Programming skills are a plus.
• Strong independence but also a collegial team player.
• Willingness to share ideas and voice opinions.
• Strong communication skills.

Responsibilities

• Calculate individual benefits and entitlements, produce employee benefit statements.
• Understand and interpret plan documents and applicable legislation.
• Prepare and file regulatory compliance forms.
• Reconcile trust fund assets and provide summaries of contributions, investment income, investment gains (losses), benefits and expenses.
• Perform asset and member data checks and reconciliations to support funding and accounting actuarial valuations.
• Determination of funding and accounting actuarial liabilities and service costs.
• Create funding and accounting reports and client presentations.
• Prepare financial updates between actuarial valuations.
• Provide support to senior team members on client requests and queries.

Skills

Excel proficiency

Programming

Communication skills

Independence with teamwork

Education

Bachelor's degree in Mathematics/Actuarial Science/Statistics/Economics/Finance or related field

Job description

We are seeking a talented individual to join our Retirement Actuarial team at Mercer. This role will be based in Calgary. This is a hybrid role that has a requirement of working at least three days a week in the office.

As a Retirement Actuarial Analyst, you will be part of a dynamic team that collaborates on innovative retirement and investment solutions, making a positive impact on the financial security of clients and their employees.

We will count on you to:

• Calculate individual benefits and entitlements, produce employee benefit statements.
• Understand and interpret plan documents and applicable legislation.
• Prepare and file regulatory compliance forms.
• Reconcile trust fund assets and provide summaries of contributions, investment income, investment gains (losses), benefits and expenses.
• Perform asset and member data checks and reconciliations to support funding and accounting actuarial valuations.
• Determination of funding and accounting actuarial liabilities and service costs.
• Create funding and accounting reports and client presentations.
• Prepare financial updates between actuarial valuations.
• Provide support to senior team members on client requests and queries.

What you need to have:

• Bachelor's degree in Mathematics, Actuarial Science, Statistics, Economics, Finance or related field.
• Pension-related or actuarial work experience is preferable.
• One or more Society Of Actuaries professional exams is an asset.
• Deep technical expertise or aptitude.
• Proficiency in Microsoft Excel.
• Programming skills are a plus.
• Strong independence but also a collegial team player.
• Willingness to share ideas and voice opinions.
• Strong communication skills.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual's particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.