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Actuarial Service Specialist

July Business Services

in Remote / Waco TX

Logo for July Business Services

Job Description
July Business Services is seeking candidates for the position of Actuarial Service Specialist to work on a team with other retirement plan professionals to support our actuarial retirement plan clients and their investment advisors.

About JULY

July Business Services is a growing, innovative retirement plan services firm headquartered in Waco, Texas.  We support a diverse nationwide remote workforce with a strong company culture where employees can grow and develop their professional talents.  JULY provides high quality retirement plan services to over 5,000 small and mid-sized employers, representing more than 120,000 plan participants.  We offer competitive salaries and benefits and a family-friendly culture. 

Job Duties

  • Serve as the subject matter expert on Cash Balance, Defined Benefit, and DB-DC Combo Plans.
  • Assist Client Service Managers with questions from retirement plan sponsors and investment advisors.
  • Participate in phone and email communication with Client Service Managers, employers, and investment advisors.
  • Maintain and build knowledge on industry trends, regulatory requirements, and legislative changes.
  • Coordinate compliance work with JULY’s actuarial team on matters that require plan sponsor and advisor communication.
  • Serve as a technical resource to the JULY sales team on prospective actuarial opportunities.
  • Assist with plan terminations and departures.
  • Prioritize, research, and resolve client questions related to technology, plan operation, compliance, and other matters.
  • Learn and understand JULY’s business model including products, pricing, and services.
  • Document projects and responses within JULYs CRM software tool.

Skills / Experience / Credentials

  • 5+ Years Retirement Plan Experience
  • 2+ Years Actuarial Consulting or Service Experience
  • Bachelor’s Degree Preferred
  • Actuarial Certifications a Plus
  • Certifications through ASPPA, including QKA or equivalent—or must be willing to work towards ASPPA credentials.

Benefits

  • 401(k) Plan with fully vested 5% employer match.
  • Company pays 100% of employee health insurance.
  • Three weeks of Paid Time Off.
  • Other miscellaneous employee benefits.

How to Apply

Email your resume to employment@julyservices.com or you may fax your resume to (214) 594-6986, Attn: Human Resources.


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