Pension Consultant Trainee

Pension Associates Inc; Stamford (CT); Sur place; USD 45 000 - 55 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

A consulting firm specializing in pension services is seeking an entry level Pension Consultant in Stamford, CT. This role is ideal for recent college graduates eager to learn and grow within the pension industry. Responsibilities include maintaining client relationships, managing a small caseload, and communicating plan details. The ideal candidate has excellent organizational and communication skills, a critical thinking mindset, and some accounting knowledge. This position requires working fully on-site, offering valuable industry experience.

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.

Responsabilités

• Maintain client and advisor relationships with a high client retention rate.
• Maintain a caseload of about 100 small clients.
• Review and approve ADP/ACP and other government forms.
• Proactively communicate with clients about new industry developments.
• Work with CPA, recordkeeper and advisor for a great client experience.
• Consult with clients regarding plan operation and design.
• Manage workload towards weekly goals in a results oriented environment.
• Clearly communicate complex plan details to clients and advisors.

Description du poste

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.