We are looking for a professional with full charge experience in the defined benefit plan administration field to join our growing team on-site in our Phoenix office. This individual should be able to work independently with his/her own assigned
clients. This career path entails ongoing client communication and consulting, preparation of actuarial valuations, plan asset reconciliation, compliance and discrimination testing, benefit calculations, and form 5500 preparation. This
individual may also be an actuarial assistant working on new plan design projects as well. This is a very exciting opportunity for just the right candidate.
The candidate must love a challenge, be able to multi-task and thrive in a
fast-paced environment. BA or BS degree in finance, accounting, math, or professional designation with a relevant industry organization is a plus. Excellent customer service skills, professional attitude and willingness to learn are essential.
DATAIR experience is ideal.
Our firm provides plan design, consulting and administrative services for all types of qualified plans with an emphasis on the small to medium sized employer market. We have built a successful practice by providing
our clients with creative plan design and superior service.
Our employees enjoy great benefits including a 401(k) plan, Section 125 plan, medical, dental, disability insurance, a wellness and fitness program, access to financial consulting by a
professional financial planner, and financial incentives to encourage the pursuit of professional designations. Of course, we also offer paid time off for vacation and holidays and competitive salary.
We believe our staff is the key to
our success and we do our best to let our employees know it by providing a supportive and nurturing team environment. Our goal is to attract and retain an individual who believes in our nation’s private pension system and is passionate about their
career choice. Our philosophy is to promote from within so in our growing firm, opportunity for advancement and long term job security are also part of our culture.
If you are an outstanding team player, like a fun, yet
professional working environment and wish to be recognized for your hard work, please send us your resume with salary history. Salary will be commensurate with experience.